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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

Anna Lunden

Anna Lunden

Showing manager performance in United Kingdom View performance globally

Citywire Rating: Not Eligible

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

2015

  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016

Performance

Equity - European Small & Medium Companies
over : 30/04/2017 - 30/04/2018

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6%
2017 24.8% 7.8% 7.2% 5.1% 2.8%
2016 10.6% -2.4% 0.1% 12.1% 1.0%
2015 16.2% 7.7% -1.6% -0.9% 10.5%
2014 3.6% 3.3% -1.0% -3.2% 4.7%
2013 2.9% 5.5%

Related News

Montanaro recruits Standard Life Wealth manager

Ed Heaven, a portfolio manager at Standard Life Wealth in London, is to join Montanaro Asset Management later this year.

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.