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

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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: + 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

Performance

Equity - Global
over : 31/08/2015 - 31/08/2016
Rank 238/494 Equity - Global
Manager Return
238 Jeff Munroe 22.5%
239 Ulrika Bergman 22.4%
240 Gillian Lakin 22.3%
240 Donald Huber 22.3%
240 Coleen F. Barbeau 22.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 1.0% 6.5%
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%

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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.