Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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 Moon

Simon Moon

Showing manager performance in United Kingdom View performance globally

About Simon Moon

Simon Moon joined Unicorn Asset Management in 2008. Since 2013 he has been the manager of the Unicorn UK Smaller Companies Fund and co-manager of the Unicorn UK Income Fund & Acorn Investment Fund. He is an active member of the Investment committee and has been since 2008. Prior to joining Unicorn Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.

Are you Simon Moon?

Citywire Rating: + rated

2015

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

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus 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

Performance

over : 30/11/2016 - 30/11/2017
Manager Return
27 Mark Niznik 30.8%
27 William Tamworth 30.8%
29 Simon Moon 30.3%
30 Ken Wotton 29.7%
31 Philip Rodrigs 29.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.5% 9.3% 3.3%
2016 10.0% -1.7% -9.7% 16.5% 6.3%
2015 14.3% 1.4% 11.1% 0.8% 0.6%
2014 -2.0% 3.6% -1.3% -3.1% -1.1%
2013 7.6% 14.1% 12.4%

Related News

Adviser Profile: Keith Churchouse of Chapters Financial

Keith Churchouse already has reason for Christmas cheer as Chapters Financial continues to grow at an impressive rate. He now wants his revamped robo-advice proposition to deliver the gift of advice to the masses

Builders weigh on FTSE as house price fall tipped

House builders drag down FTSE 100 as RICS survey points to first fall in UK property prices since 2012.

Acorn Income cashes in after betting on FTSE slump

Best performing investment trust's bet that the FTSE 100 would fall from 7,000 milestone pays off after Black Monday crash.

Sanlam Income study: Chelverton top; Jupiter & Newton blacklisted

The Chelverton UK Equity Income fund has replaced its Royal London rival at the top of the Sanlam White List, while giant funds from Jupiter and Newton have been relegated to the Black List.

Sector Inspector: Shining a light on UK equity income funds

The search for yield takes us to a sector that apparently offers something for everyone, ranging from the very defensive to the more cyclical.

Sanlam Income Study: Cholwill takes top spot as Aberdeen suffers

Royal London Asset Management has come out top in Sanlam's income fund study.

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.