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

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Ian Simmons

Ian Simmons

Showing manager performance in United Kingdom View performance globally

About Ian Simmons

Ian Simmons is the lead portfolio advisor for Charlemagne Capital’s Latin American strategy, having joined the company in 2004 from Fidelity Investments. He comes from a research background and specialises in a number of sectors including industrials and commodities. He is a graduate of Cambridge University and CFA charterholder.

Invests in own strategies

Runs institutional money

Are you Ian Simmons?

Citywire Rating: Not Rated

2013

  • SRated Plus in Sep 2013
  • ORated Plus 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
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated Plus in Sep 2015
  • ORated A in Oct 2015
  • NRated Plus in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

Performance

Equity - Latin America
over : 30/11/2016 - 30/11/2017
Manager Return
33 Victor Benavides 8.5%
33 Lee Ray 8.5%
35 Ian Simmons 8.4%
36 Ilan Furman 8.3%
37 Dean Newman 7.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 11.2% -4.0% 8.9%
2016 34.1% 16.0% 13.1% 5.4% -3.0%
2015 -25.6% -5.4% -4.8% -19.4% 2.5%
2014 -3.8% 0.1% 6.2% -2.5% -7.2%
2013 -13.8% 9.9% -16.8% -1.8% -4.0%
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.