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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Philip Wolstencroft

Philip Wolstencroft

Showing manager performance globally. You can view performance in individual jurisdictions.

About Philip Wolstencroft

Philip Wolstencroft is a cult figure at Artemis having devised the group's SMART GARP investment system, which provides specialist quantitative analysis of the market situation. Wolstencroft believes the more publicised process known as GARP provides information in a volatile or lumpy fashion. However, data run through the more rigorous process of SMART GARP offers a steadier and more profound insight into which sectors are likely to go up or down. Born in Portsmouth in May 1963, Wolstencroft gained a BA in Economics from Sheffield University and followed this with an MA from Warwick University. He started out in 1985 as an analyst on the British Rail Pension Fund before moving to WorldInvest where he was a global fixed income fund manager. In 1989 he joined Natwest Investment Management before switching to Merrill Lynch in 1991 to front the group's UK and European equity strategy division. In 2001 he moved to Artemis and is head of the firm's European investment team for which he manages the Artemis European Growth fund, which merged with the Artemis Pan European fund in February 2003.

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Citywire Rating: + rated

2013

  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
18 David Walton 34.1%
19 Stuart Mitchell 33.3%
20 Philip Wolstencroft 33.1%
20 Peter Saacke 33.1%
22 Mark Page 33.1%
22 Laurent Millet 33.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 6.2% 10.6% 8.8%
2016 1.0% -1.4% -7.4% 8.2% 2.2%
2015 0.9% 5.4% 2.4% -9.7% 3.5%
2014 -7.9% 4.4% 3.1% -10.3% -4.6%
2013 39.4% 8.0% 1.5% 14.6% 11.0%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.