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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

Edward Robertson

Edward Robertson

About Edward Robertson

Londoner Edward Robertson is founding partner and lead manager at Somerset since 2007. He currently manages two equity funds with a value and stock picking style and price to earning is his key valuation metric. Edward manages institutional mandates and is an investor in his own strategies. Prior joining Somerset, he worked at Lloyd George Management and Cazenove Securities and has accumulated more than 15 years’ experience in the financial industry.

Invests in own strategies

Runs institutional money

Are you Edward Robertson?

Citywire Rating: + rated

2011

  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ORated AA in Oct 2012
  • NRated A in Nov 2012
  • DRated AA in Dec 2012

2013

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

2014

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

Performance

Equity - Global Emerging Markets
over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.8% -3.2% 6.1% 2.0%
2013 -2.8% 5.5% -9.1% -0.1% 1.4%
2012 13.3% 9.5% -7.2% 6.2% 5.0%
2011 -14.6% -4.2% 0.6% -16.8% 6.4%
2010 29.0% 10.4% -3.2% 11.9% 7.9%
2009 8.2% 8.2%

Related News

Somerset boosts top EM fund with double hire and fee cut

Somerset Capital Management has added to its global emerging markets team and will cut its fund’s fees next month.

Somerset Capital chief: Why we’ve imposed dilution levies

Somerset Capital chief Dominic Johnson reveals why Somerset opted for dilution levies to manage flows rather than launching investment trusts with fixed asset pools.

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.