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

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Fraser Lundie

Fraser Lundie

Showing manager performance in United Kingdom View performance globally

About Fraser Lundie

Fraser Lundie is the co-Head of Credit at Hermes Investment Management where he has worked since 2009. Prior to joining Hermes, Lundie worked at Fortis Investments for five years, where he was a portfolio manager. Born in Glasgow but now based in London, Lundie runs the Hermes Global High Yield Bond Fund and he has not changed his investment strategy since he first started running the fund. Lundie is a Chartered Financial Analyst, as well as being a member of the AIMR.

Invests in own strategies

Runs institutional money

Are you Fraser Lundie?

Citywire Rating: + rated

2012

  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FRated A 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
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated Plus in Oct 2014
  • NNot rated in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 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
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016

Performance

over : 31/07/2013 - 31/07/2016
Manager Return
17 Chris Brils 15.7%
18 Kevin Mathews 15.6%
19 Fraser Lundie 15.3%
20 Gary Herbert 15.0%
20 Brian Kloss 15.0%
20 Regina Borromeo 15.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 2.2% 2.8%
2015 -2.3% 2.6% 0.3% -4.7% -0.4%
2014 5.1% 3.8% 3.6% -1.7% -0.6%
2013 8.9% 2.6% -0.2% 3.0% 3.3%
2012 17.6% 7.1% 0.4% 5.0% 4.2%
2011 6.5%

Related News

The dangers of being a short duration junkie

With interest rate rises looming, the short duration fad has morphed into an unhealthy obsession that, like any other addiction, could end in a nasty withdrawal.

Hermes launches absolute return credit fund

Hermes Investment Management has added to its fixed income offering with the launch of the Hermes Absolute Return Credit fund.

Are CoCos now a no-no?

Should investors follow the FCA's lead and avoid CoCo bonds?

Hermes launches multi strategy credit fund for A-rated Lundie

The firm said the fund would target an annualised return of 7% by combining high conviction long-only investments with a range of defensive market neutral trades.

‘Vested interests’ are deluding high-yield investors, Hermes warns

Citywire A-rated Fraser Lundie, co-head of credit at Hermes Fund Managers, has argued that traditional approaches to high-yield bonds are outmoded and risk inflicting losses.

High yield liquidity crunch: welcome to stage two

The recent downward rerating in corporate bonds has restored value to the market, but the sector remains at risk of a fund liquidity crunch.

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.