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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

Joanne Warner

Joanne Warner

Citywire Rating: Not Rated

2009

  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated 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
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated 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

Performance

Equity - Natural Resources
over : 31/08/2013 - 31/08/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 12.2% 3.5% 5.4% 2.9%
2013 -14.0% -0.8% -18.4% 8.9% -2.4%
2012 -9.1% 2.7% -15.8% 8.4% -3.1%
2011 -25.8% -1.1% -5.9% -24.0% 4.8%
2010 37.3% 8.8% -12.6% 19.3% 21.0%
2009 24.4% 7.7% 15.4%

Related News

First State cuts five funds’ AMCs

First State Investments has reduced the fees on five of its funds from 0.85% to 0.75%.

Markets must ‘reset expectations’ on China, says First State’s Warner

While the debate over China’s slowing growth continues, resource veteran Joanne Warner at First State believes the issue isn’t China’s growth, but market expectations.

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Fund Result: Joanne Warner, First State Global Resources

Sector Watch: specialist sector experiences extremes of volatile markets

Managers in the specialist sector have experienced extremes at both ends of the returns spectrum over the 12 months to the end of May, with First State's Joanne Warner (above) coming out on top.

Sector watch: BlackRock's Birch shows he is still the golden boy

Gold and natural resources funds continue to dominate the Specialist sector and their performance helped offset some dire returns from property and financial funds.

Sector Watch: Asian tigers leave property for dust

Performance in the IMA Specialist sector over the past 12 months has been as mixed as the asset classes which comprise it, with Asian tigers roaring against a moribund property sector.

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.