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
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
Funds Managed
Citywire Rating: Not Rated
Performance
| Manager | Return | ||
|---|---|---|---|
| 186 | Paul Birchenough | 7.0% | |
| 186 | Ian Smith | 7.0% | |
| 188 | Edward Robertson | 6.8% | |
| 189 |  |
Hugo Bain |
6.6% |
| 190 | Mark Robert Monson | 6.5% | |
| View full league table | |||
Total Return
Month by Month Performance
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -3.4% | ||||
| 2017 | 22.5% | 10.8% | 3.0% | 1.5% | 5.8% |
| 2016 | 33.8% | 9.0% | 9.0% | 10.0% | 2.3% |
| 2015 | -9.8% | 5.1% | -7.4% | -9.6% | 2.5% |
| 2014 | 2.6% | -3.2% | 6.1% | 2.0% | -2.1% |
| 2013 | -9.1% | -0.1% | 1.4% |
