Register to get unlimited access to all of 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

Charles Richardson

Charles Richardson

This manager holds an Absolute Return Rating: View performance

About Charles Richardson

Charles Richardson served in the military for five years. He then started his career in financial services working for County NatWest Investment Management. In 1993 he joined Newton Investment Management where he worked for nine years. In 2003 he co-founded the Real Return Group and subsequently became chairman & chief executive of Veritas Asset Management as well as director of the Real Return Group. He is also the lead manager on the Veritas Global Focus Fund.

Are you Charles Richardson?

Citywire Rating: Not Rated

2011

  • MRated A in May 2011
  • JRated AA in Jun 2011
  • JRated A in Jul 2011
  • ARated AA in Aug 2011
  • SRated AA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AA in Nov 2011
  • DNot rated in Dec 2011

2012

  • JRated A in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014

Performance

over : 31/10/2013 - 31/10/2014
Manager Return
17 Nick Anderson 12.1%
18 Mark Hargraves 11.2%
19 Andy Headley 11.1%
19 Charles Richardson 11.1%
21 Peter Saacke 11.1%
21 Edouard Carmignac 11.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 11.0% 3.6% 1.2% 3.7% 2.0%
2013 19.7% 12.6% 2.4% 0.1% 3.7%
2012 4.9% 5.9% -4.0% 4.2% -0.9%
2011 1.4% 1.1% 2.2% -9.6% 8.6%
2010 16.6% 10.1% -8.2% 5.0% 9.9%
2009 6.4% 6.4%

Related News

iShares Article One

Boston-based fund giant buys Veritas AM

Boston-based Affiliated Managers Group has added Veritas to its stable, complementing its 2010 Artemis buy.

Veritas Global Equity Income

DPZ sells out of defensive funds on US recovery hopes

Jersey-based boutique DPZ Capital is backing the US recovery to surprise on the upside, viewing US small and mid caps as an optimum way to play this.

Fund of the Week: Veritas Global Equity Income

Veritas Global Equity Income fund, a long standing star pick in Citywire Selection is on a roll.

Look to the developing countries for income growth

For income seekers, this has been the best of times and the worst of times.

Witan hands Veritas £80m global equity mandate

The investment trust bids to increase its conviction by handing the boutique's global equity team of Andy Headley and Charles Richardson an unconstrained portfolio.

Citywire Wealth Manager Performance Awards 2010: Balanced portfolio winner

Veritas private client director Meg Woods is very clear about what has been the primary driver of returns within its balanced portfolios over the past three years: ‘First of all we protected capital through the credit crunch.’

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.