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

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Ian Lance

Ian Lance

About Ian Lance

Ian Lance was born in Croydon, London in 1966. He attended Loughborough University where he gained a degree in economics with economic and social history. Ian started his career in 1989 with Sun Alliance before joining Legal and General in 1990. He moved to Gartmore in 1995 and after five years he joined Citigroup. Ian joined New Star in 2005, and two years later moved to Schroders. He currently works at RWC having joined in September 2010. Ian has been managing funds for well over 20 years. Outside of fund management he enjoys rugby and walking.

Are you Ian Lance?

Citywire Rating: Not Rated

2009

  • NRated AA in Nov 2009
  • DRated AA in Dec 2009

2010

  • JRated AA in Jan 2010
  • FRated AA in Feb 2010
  • MRated AA in Mar 2010
  • ARated AAA in Apr 2010
  • MRated AAA in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NRated AA in Nov 2010
  • DRated AA in Dec 2010

2011

  • JRated AA in Jan 2011
  • FRated AA in Feb 2011
  • MRated AA in Mar 2011
  • ARated A in Apr 2011
  • MRated AA in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DRated A 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
  • 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
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated 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

Performance

over : 30/09/2011 - 30/09/2014
Manager Return
15 Thomas See 45.9%
16 Stephen Thornber 45.1%
17 Nicholas Purves 43.1%
17 Ian Lance 43.1%
19 Alan Porter 42.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.4% 3.2% 1.6% -0.4%
2013 19.1% 10.3% 1.0% 2.7% 4.0%
2012 9.1% 4.7% 2.0% 3.2% -1.0%
2011 -1.8% 1.6% 2.9% -11.0% 5.6%
2010 -3.6% -3.6%

Related News

Ian Lance takes cash to 30% and warns HY correction not over

Equity income team turn cautious due to a dearth of valuation opportunities and a continuing shakeout of carry trade securities.

RWC launches global enhanced dividend fund for Lance and Purves

RWC is launching the RWC Global Enhanced Dividend fund for its equity income team.

Schroder Income

Mannix to head RWC as Harrison joins Schroders as equity head

(Update) Dan Mannix will take over as CEO at the boutique at the end of this month, as Peter Harrison, current holder of the position, becomes head of global equities at Schroders.    

RWC’s Ian Lance: beware the stampede to income

Ian Lance, co-manager of the RWC Income Opportunities fund, believes investors getting caught up in the rush for income risk loading up on low quality companies that are unable to sustain dividends.

Lance and Purves: Don't just assume bonds are less risky than equities

RWC Partners’ Ian Lance and Nick Purves urge wealth managers to consider three questions before following the consensus view that bonds are less risky than equities.

Income: pharma and tobacco prove evergreen as others wilt

Pharmaceutical and tobacco stocks have outperformed strongly in recent months as the continuing turbulence in Western economies has driven investors into traditional safe havens.

RWC launches global value fund for Purves and Lance

RWC Partners has launched a global value fund for Ian Lance and Nick Purves, the managers of the firm’s Income Opportunities fund.

Ian Lance: commodities boom similar to TMT bubble

RWC's A-rated equity income specialist is concerned about the dependency on mining stocks for dividends and fears the super cycle risks repeating many of the mistakes of the TMT bust.    

Undervalued UK equities offer hedge against falling dividends

Despite a difficult period after the credit crunch, UK equity income funds have remained among the industry’s most popular sector.

...more...

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.