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

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Bob Lyon

Bob Lyon

About Bob Lyon

Bob Lyon is based in Toronto and joined AGF (which has a minority share in Smith & Williamson) nearly 20 years ago and is a fund manager for the Smith & Williamson Global Gold Resouces fund as well as the AGF precious metals fund. He has many years' experience in portfolio management and the marketing of natural resource funds.

Are you Bob Lyon?

Citywire Rating: AA rated

2010

  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NRated A in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated AA in Jan 2012
  • FRated AA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AA in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014

Performance

Equity - Gold & Precious Metals
over : 31/10/2013 - 31/10/2014
Manager Return
1 Bob Lyon -18.6%
1 Ani Markova -18.6%
3 Evy Hambro -21.4%
4 Scott Winship -23.7%
4 Bradley George -23.7%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -2.5% 15.0% 8.5% -10.8% -12.4%
2013 -45.4% -8.7% -36.7% 11.8% -15.4%
2012 -13.5% -1.4% -16.9% 22.4% -13.8%
2011 -27.0% -3.2% -10.2% -12.3% -4.3%
2010 65.8% 7.2% 8.7% 16.1% 22.5%
2009 12.8% 12.8%

Related News

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Smith & Williamson has launched an emerging markets value fund for AGF Funds' Richard McGrath.

A-rated gold manager: India ‘getting its act together’ is a risk

Bob Lyon, the Citywire A-rated manager of the Smith & Williamson Global Gold and Resources fund, has recognised that moves by the Indian government to suppress the gold trade are depressing the metal’s price, but argued that the greater long-term risk is that India finally modernises its economy.

Citywire Selection watchlist: S&W Global Gold and Resources

Smith & Williamson Global Gold and Resources fund co-manager Ani Markova has taken the fund's gold bullion exposure to its maximum weighting of 10% and has been moving into more defensive large cap names after a tough 2011.

The big gold opportunity as Bank fires QE gun again

Smith & Williamson's Ana Markova believes gold could hit $2,500 and the BoE's decision to pump an additional £50 billion into the UK adds further weight to her argument and potentially creates a big opportunity in gold shares.

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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.