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

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Tobias Klein

Tobias Klein

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About Tobias Klein

Tobias Klein started out as a capital markets research analyst at J.P. Morgan Investment Management KAG in 1991, and was promoted to the role of portfolio manager two years later. His time with First Private Investment Management began when he moved to what was then Salomon Brothers KAG in 1996. The group subsequently became a part of Citigroup, and was then taken private by way of a management buy out in March 2003. Klein quickly climbed the corporate ladder heading quant research, equities and portfolio management before taking on his current role of MD of Investments in 2001. His key fund is the EUROPA Aktienfonds ULM FP for which he relies on a ‘growing value’ investment style. He also manages the Akteur FP fund. Born in Düsseldorf in 1965, Klein attended Karsruhe University with a year spent studying in the USA at Stanford University. He enjoys travelling and relaxing with his family.

Are you Tobias Klein?

Citywire Rating: + rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

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

2015

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

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AA in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

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

2018

  • JRated Plus in Jan 2018
  • FNot rated in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018

Performance

over : 31/03/2017 - 31/03/2018
Rank 139/782 Equity - Europe
Manager Return
138 Christoph Keidel 19.2%
139 Tobias Klein 19.2%
139 Walter Levy 19.2%
141 Carl Auffret 19.2%
141 Yingying Wu 19.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.1%
2017 29.0% 8.4% 8.3% 8.9% 1.0%
2016 -7.8% -3.0% -11.1% 7.1% -0.2%
2015 1.0% 5.6% 0.8% -8.3% 3.5%
2014 -6.5% 5.0% 3.0% -9.2% -4.8%
2013 2.0% 15.5% 9.1%
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.