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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

John O'Brien

John O'Brien

Citywire Rating: AA rated

2013

  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

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

Performance

Equity - UK (All Companies)
over : 30/11/2013 - 30/11/2014
Manager Return
58 Ben Whitmore 5.1%
59 Imran Sattar 5.1%
60 Chris Llewellyn 4.9%
60 John O'Brien 4.9%
62 John Wood 4.9%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.7% 1.3% -0.7%
2013 23.4% 11.2% -1.3% 5.3% 6.8%
2012 12.7% 6.7% -2.6% 5.3% 3.0%
2011 0.7% -13.4% 8.6%

Related News

Schroders shuts low cost UK Core fund

Schroders has closed its low cost active UK Core fund just two years after launching due to its small size. JP Morgan, on the other hand, has said it has no plans to close its own core low cost offering.

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.