Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Jeff Munroe

Jeff Munroe

Showing manager performance in United Kingdom View performance globally

About Jeff Munroe

Jeff Munroe is investment leader of the Global Equities team and manages a range of global equities portfolios at Newton Investment Management. Prior to this role, he was CIO from 2001 to 2012. Jeff has 28 years’ investment experience, is a CFA charterholder and a member of the UK Society of Investment Professionals (UKSIP).

Are you Jeff Munroe?

Citywire Rating: A rated

2014

  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated 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
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017

Performance

Equity - Global
over : 31/05/2016 - 31/05/2017
Rank 418/542 Equity - Global
Manager Return
416 Edouard Carmignac 25.8%
416 Brian Kennedy 25.8%
418 Jeff Munroe 25.7%
419 Rocío Muñiz 25.7%
420 John Chatfeild-Roberts 25.6%
420 Algy Smith-Maxwell 25.6%
420 Amanda Sillars 25.6%
420 David Lewis 25.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.8%
2016 19.4% 1.0% 6.5% 7.6% 3.2%
2015 8.3% 8.2% -4.7% -4.8% 10.4%
2014 10.3% 0.0% 1.9% 2.8% 5.2%
2013 22.7% 17.1% 0.9% 0.6% 3.3%
2012 6.9% -1.0%

Related News

Newton lines up new launches after ‘challenging year’

Despite a ‘challenging year’ in which it experienced £1.2 billion of net outflows, Newton Investment Management is gearing up for ‘new product and services’ launches in 2017.

Have buyers been backing the global equity winners or losers?

Where has the global equity money been going over the past year?

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.