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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Simon Holman

Simon Holman

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

About Simon Holman

Simon Holman is a partner and fund manager at Castlefield and has over ten years’ investment experience, predominantly gathered in institutional asset management. Before joining Castlefield in November 2010, he spent nine years with AEGON Asset Management (now known as Kames Capital) where he ultimately specialised in European equities in a combined fund management and analyst role following stints as a European and then global sector analyst. He is a Charterholder (Chartered Financial Analyst) of the CFA Institute, an Associate of the CFA Society of the UK (ASIP) and a Member of the Chartered Institute for Securities and Investment.

Are you Simon Holman?

Citywire Rating: Not Rated

2014

  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated A in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Manager Return
71 Ian Williams 19.3%
72 Hugo Ure 19.0%
73 Simon Holman 19.0%
74 Eric Moore 18.7%
75 Ben Whitmore 18.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.3% 8.4% 4.2%
2016 -13.4% -4.7% -11.1% 4.2% -1.9%
2015 1.6% 0.7% 6.8% -5.8% 0.4%
2014 -0.1% 1.4% 5.2% -6.8% 0.5%
2013 21.1% 2.0% 0.0% 11.9% 6.2%
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.