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Julie Dean

Julie Dean

About Julie Dean

Julie Dean left Schroders in 2014 to join Sanditon Asset Management. She ran the Schroder UK Opportunities Fund, and in her previous role at Cazenove took charge of the UK Equity and UK Dynamic funds having joined the group in 2002. Dean joined Cazenove from HSBC where she managed the HSBC British and HSBC UK Growth funds as well as institutional portfolios. She had previously managed UK equity funds for Invesco GT. Born in 1970, she graduated from St. Anne’s College, Oxford before launching her investment career.

Are you Julie Dean?

Citywire Rating: Not Eligible

Julie Dean does not currently have the required track record to be eligible for a Citywire Rating. See methodology


  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ONot rated in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013


  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014


Alternative UCITS - Long/Short Equity
over : 31/08/2014 - 31/08/2015

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 2.4% 3.4%
2014 -2.5% -1.0% -4.0% 0.7% 1.8%
2013 9.6% 3.7% 2.8% 2.0% 0.8%
2012 3.8% 1.9% -0.8% 2.6% 0.0%
2011 10.7% 1.6% 4.7% 2.7% 1.3%

Related News

Rosemary Banyard announces Schroders departure

Rosemary Banyard has announced that she will leave Schroders next year in the latest of a series of departures from the UK equity team.

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Dean ready to 'joust' with Sanditon UK fund launch

Julie Dean's new fund, the TM Sanditon UK fund, will launch on 22 June.

Julie Dean buys £744k stake in Sanditon Investment Trust

Dean joined the fledgling asset manager at the end of last month, becoming a director of the trust.

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Bill Gross and Julie Dean's former funds hit by major outflows

Funds formerly managed by star managers Julie Dean and Bill Gross have shrunk in size.

Sanditon bolsters Chris Rice's team

Guy Hill joins from Helvea and will work as a senior investment director on Rice's European team.

Schroders wins battle to keep UK Growth trust

Philip Matthews has been appointed manager of the UK Growth trust following the exit of Julie Dean.

Julie Dean joins ex-Caz colleagues at Sanditon

Sanditon Asset Management  has confirmed earlier expectations that it has recruited Julie Dean

Citywire Discovery Source: Citywire Discovery 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.