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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

Richard Bullas

Richard Bullas

Showing manager performance in United Kingdom View performance globally

Citywire Rating: A rated

2014

  • DRated A in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated AA in Jun 2015
  • JRated AA 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 AA in May 2016
  • JRated AAA in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SRated Plus in Sep 2016
  • ORated A in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

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

Performance

over : 30/11/2016 - 30/11/2017
Manager Return
20 Neil Hermon 31.9%
21 Giles Hargreave 31.7%
22 Richard Bullas 31.1%
22 Paul Spencer 31.1%
22 Mark Hall 31.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.8% 9.1% 2.5%
2016 -1.2% -4.6% -13.2% 14.3% 4.4%
2015 24.7% 5.7% 10.2% -0.3% 7.4%
2014 -1.1% 5.3% -7.4% -1.6% 3.1%
2013 50.7% 12.6% 8.0% 11.5% 11.1%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.