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

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Andrew Kelly

Andrew Kelly

About Andrew Kelly

Expert number-cruncher Andrew Kelly holds a BSc in Mathematics from Durham University and a Certificate of Advanced Study of Mathematics from Cambridge, along with an MSc (Distinction) in Investment Analysis from Stirling University. Born in Grimsby in July in 1965, Kelly started out in the Actuarial Division of Standard Life in 1987 before he became an investment analyst with the group in 1992. In 1996 Kelly got his first senior fund manager role following his switch to Scottish Value Management. He was one of the founding partners of Cartesian Capital Partners in 2005 where he currently manages the TM Cartesian UK Enhanced Alpha, UK Absolute Alpha and UK Opportunities funds alongside Jeremy Hall.

Are you Andrew Kelly?

Citywire Rating: Not Eligible

Andrew Kelly does not currently have the required track record to be eligible for a Citywire Rating. See methodology


  • FRated A in Feb 2003
  • MRated A in Mar 2003
  • ARated A in Apr 2003
  • MRated A in May 2003
  • JNot rated in Jun 2003
  • JNot rated in Jul 2003
  • ANot rated in Aug 2003
  • SNot rated in Sep 2003
  • ONot rated in Oct 2003
  • NNot rated in Nov 2003
  • DNot rated in Dec 2003


  • JNot rated in Jan 2004
  • FNot rated in Feb 2004
  • MNot rated in Mar 2004
  • ANot rated in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JNot rated in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ONot rated in Oct 2004
  • NNot rated in Nov 2004
  • DRated A in Dec 2004


  • JRated A in Jan 2005
  • FNot rated in Feb 2005
  • MNot rated in Mar 2005
  • ANot rated in Apr 2005
  • MNot rated in May 2005
  • JNot rated in Jun 2005
  • JNot rated in Jul 2005
  • ANot rated in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005


over : 31/10/2013 - 31/10/2014
Manager Return
62 Craig Yeaman 2.2%
62 Jim Fisher 2.2%
64 Jeremy Hall 2.2%
64 Andrew Kelly 2.2%
66 Chris Watt 2.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -2.1% -1.8% -3.5% 2.5% 0.8%
2013 15.4% 6.4% 8.5%

Related News

Bambos Hambi rotates from Julie Dean into Alex Savvides

Bambos Hambi, head of fund of funds management at Standard Life Investments, has refocused his UK equity exposure on value investors.

Ignis cuts ties with Cartesian to end joint venture era

Ignis Asset Management has ended its final joint venture by severing ties with boutique Cartesian Capital Partners.

Shrewdie tip Nautical up 9% on further North Sea promise

Shares in shrewdie tip Nautical Petroleum rose almost 9% yesterday after early signs that the North Sea Varadero field in which it has a 15% stake could contain between 30 and 50 million barrels of oil.

Three shorts that boosted Cartesian's Hall

Cartesian Capital Partners’ Jeremy Hall is using a a forensic approach to good effect in adding stocks to his short book.

Shrewdie: Nautical Petroleum set to fly on new finds and North Sea tax breaks

Tax breaks on North Sea oil exploration and have boosted a number of small cap oil firms but a number of key finds makes Nautical Petroleum the key value play in its peer group.

Cartesian tips quality stocks to turn around performance

Cartesian Capital's David Stevenson endured a tough 2009 but thinks a return to focusing on company fundamentals and some selective recovery play stock picks will boost performance this year

Cartesian hopes quality stocks can turn around performance

Cartesian Capital's David Stevenson endured a tough 2009 but thinks a return to focusing on company fundamentals and some selective recovery play stock picks will boost performance this year

Skandia drops Tim Russell from UK Strategic Best Ideas fund

Cartesian pair David Stevenson and Andrew Kelly will also no longer be involved as Skandia moves to a more concentrated list of managers

Why now is the time to sell gold

Cartesian Capital’s Andrew Kelly expects the precious metal’s price to halve, shattering the myth that it is the currency of last resort for investors.

Skandia launches global fund and dumps Stick from UK Best Ideas

Skandia Investment Group (SIG) is launching a multimanager global equity fund and has replaced Rathbone's Carl Stick with Cartesian Capital Partner's Andrew Kelly and David Stephenson in its UK Best Ideas fund.


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