This Fund Manager Rating is based on the Citywire Long Only ratings methodology
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Alan Clifford
About Alan Clifford
Born in Bishop’s Stortford in 1967, Alan Clifford studied Economics at Newcastle Upon Tyne Polytechnic. His financial career began at Legal & General in 1989 where he held a number of accounting positions before moving to the group’s Investment Management arm in ’92 where he spent a further ten years as an analyst and fund manager. An Associate of the Chartered Institute of Management Accountants, Alan moved to join Lazard Asset Management at the end of 2002 where he holds the position of portfolio manager with responsibility for the UK Smaller Companies fund and describes the fund’s investment style to be based on "relative value". Away from the office, Alan says his recreational interests are music, cycling and wine collecting and tasting.
Funds Managed
Citywire Rating: Not Rated
Performance
| Manager | Return | ||
|---|---|---|---|
| 44 | Calum Joglekar | 20.9% | |
| 44 |  |
Ken Hsia |
20.9% |
| 46 | Lloyd Whitworth | 20.7% | |
| 46 |  |
Alan Custis |
20.7% |
| 46 | Alan Clifford | 20.7% | |
| View full league table | |||
Total Return
Month by Month Performance
Quarterly Performance
| to 30/09/2017 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2017 | 4.2% | 3.7% | 7.3% | ||
| 2016 | 7.9% | -3.2% | -7.5% | 15.8% | 4.1% |
| 2015 | 8.7% | 3.4% | 8.4% | -3.6% | 0.6% |
| 2014 | 1.1% | 4.0% | -4.4% | -1.0% | 2.6% |
| 2013 | 33.0% | 9.6% | 0.3% | 10.1% | 9.9% |
| 2012 | 5.2% |
