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

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Volker Hergert

Volker Hergert

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

About Volker Hergert

Volker Hergert was born in Hilden, Germany, in 1963 and studied at RWTH Aachen University and the University of Saarbrücken. He holds a master’s degree in business administration and is a chartered European financial analyst. Volker began his career as an equity analyst at Landesbank Rheinland-Pfalz in Mainz, before moving to Frankfurt to join Delbrück & Co. He undertook roles on the equity desk at Bethmann Private Bankiers, LGT Bank and became head of research Bankgesellschaft Berlin where he worked from 1998 to 2005. Now at LGT Capital Management in Pfäffikon, Switzerland, Volker runs multi-manager strategies in Asia Pacific excluding Japan, European and Japanese all-cap equities. Outside of fund management, Volker enjoys music, literature, attending the theatre and is a keen chess player.

Invests in own strategies

Runs institutional money

Are you Volker Hergert?

Citywire Rating: AA rated

2013

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

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus 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
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JRated Plus in Jul 2015
  • ANot rated 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 Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus 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
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017
Rank 68/763 Equity - Europe
Manager Return
66 Ufuk Boydak 32.5%
67 Marc Wydler 32.4%
68 Volker Hergert 32.4%
69 Miguel Roqueiro Ferruelo 32.4%
70 Christophe Peroni 32.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.4% 9.5% 8.1%
2016 -2.5% -1.9% -5.5% 7.3% -1.9%
2015 -1.6% 2.0% 2.7% -8.2% 2.4%
2014 -7.0% 3.8% 1.0% -9.4% -2.1%
2013 30.1% 6.7% 1.6% 11.1% 8.1%
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.