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

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Julie Dean

Julie Dean

About Julie Dean

Julie Dean joined Cazenove in 2002 where she takes charge of the Cazenove UK Opportunities fund. A member of the group’s Pan European equity team, her specific UK sector responsibilities include healthcare, IT services and software, media, pharmaceuticals, speciality and other finance. 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: AAA rated

2003

  • FNot rated in Feb 2003
  • MNot rated in Mar 2003
  • ANot rated in Apr 2003
  • MNot rated in May 2003
  • JNot rated in Jun 2003
  • JNot rated in Jul 2003
  • ANot rated in Aug 2003
  • SNot rated in Sep 2003
  • ONot rated in Oct 2003
  • NNot rated in Nov 2003
  • DNot rated in Dec 2003

2004

  • JNot rated in Jan 2004
  • FNot rated in Feb 2004
  • MNot rated in Mar 2004
  • ANot rated in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JRated A in Jul 2004
  • ARated A in Aug 2004
  • SRated A in Sep 2004
  • ORated AA in Oct 2004
  • NRated A in Nov 2004
  • DNot rated in Dec 2004

2005

  • JNot rated in Jan 2005
  • FRated A in Feb 2005
  • MRated A in Mar 2005
  • ARated AA in Apr 2005
  • MRated AA in May 2005
  • JRated AA in Jun 2005
  • JRated AA in Jul 2005
  • ARated A in Aug 2005
  • SRated A in Sep 2005
  • ORated A in Oct 2005
  • NNot rated in Nov 2005
  • DNot rated in Dec 2005

2006

  • JNot rated in Jan 2006
  • FNot rated in Feb 2006
  • MNot rated in Mar 2006
  • ANot rated in Apr 2006
  • MNot rated in May 2006
  • JNot rated in Jun 2006
  • JNot rated in Jul 2006
  • ANot rated in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JNot rated in Jan 2007
  • FNot rated in Feb 2007
  • MNot rated in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MRated A in Mar 2009
  • ANot rated in Apr 2009
  • MRated A in May 2009
  • JRated A in Jun 2009
  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SRated AA in Sep 2009
  • ORated AA in Oct 2009
  • NRated AAA in Nov 2009
  • DRated AA in Dec 2009

2010

  • JRated AA in Jan 2010
  • FRated AA in Feb 2010
  • MRated AA in Mar 2010
  • ARated AA in Apr 2010
  • MRated AAA in May 2010
  • JRated AAA in Jun 2010
  • JRated AAA in Jul 2010
  • ARated AAA in Aug 2010
  • SRated AAA in Sep 2010
  • ORated AAA in Oct 2010
  • NRated AAA in Nov 2010
  • DRated AAA in Dec 2010

2011

  • JRated AAA in Jan 2011
  • FRated AAA in Feb 2011
  • MRated AAA in Mar 2011
  • ARated AAA in Apr 2011
  • MRated AAA in May 2011
  • JRated AAA in Jun 2011
  • JRated AAA in Jul 2011
  • ARated AAA in Aug 2011
  • SRated AAA in Sep 2011
  • ORated AAA in Oct 2011
  • NRated AAA in Nov 2011
  • DRated AA in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated AA in Feb 2012
  • MRated AA in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AAA in May 2012
  • JRated AAA in Jun 2012
  • JRated AAA in Jul 2012
  • ARated AAA in Aug 2012
  • SRated AAA in Sep 2012
  • ORated AAA in Oct 2012
  • NRated AAA in Nov 2012
  • DRated AAA in Dec 2012

2013

  • JRated AAA in Jan 2013
  • FRated AAA in Feb 2013
  • MRated AAA in Mar 2013
  • ARated AAA in Apr 2013
  • MRated AAA in May 2013
  • JRated AAA in Jun 2013
  • JRated AAA in Jul 2013
  • ARated AAA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AAA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AAA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014

Performance

over : 31/08/2013 - 31/08/2014
Manager Return
177 Roland Arnold 2.4%
178 Peter Lees 1.8%
179 Julie Dean 0.6%
180 Gerard Callahan -1.4%
181 Sean Taylor -4.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 -5.3% -3.5% -2.5% 0.8%
2013 33.2% 11.9% 4.0% 8.8% 5.2%
2012 34.0% 15.2% -3.2% 10.7% 8.5%
2011 1.0% 2.7% 5.4% -12.7% 6.9%
2010 19.5% 8.5% -7.9% 12.8% 6.1%
2009 10.2% 6.5% 3.4%

Related News

Sanditon says no job offer made to Julie Dean...yet

Sanditon Asset Management founder Tim Russell has dismissed speculation that his former colleague Julie Dean is set to join his firm.

Pound and FTSE fall on fears of Scottish 'yes' vote

Shares in Scottish companies and sterling tumble after the weekend poll.

Julie Dean to leave Schroders

(Update) Citywire AAA-rated Julie Dean is to leave Schroders, with AA-rated Matt Hudson taking over from her.

Bambos Hambi rotates from Julie Dean into Alex Savvides

Bambos Hambi, head of fund of funds management at Standard Life Investments, has refocused his UK equity exposure on value investors.

When and why do you dump the laggard funds?

Wealth managers explain their approach to backing - and selling - underperforming funds

Buxton powers OMGI beyond Schroders at top of sales league

Richard Buxton helped Old Mutual Global Investors rise to the top of the Pridham report in the first quarter, replacing Schroders, which closed a number of its star funds on capacity grounds.

Schroders sold 4.5 million Just Retirement shares on Budget day

The asset management firm reduced it stake in the life firm on the same day the chancellor unveiled a dramatic overhaul of the pensions industry.

Schroders sets out hard closure plans for UK funds

Schroders has told analysts that it is likely to hard close some of its most popular UK equity funds in the months ahead.

Performance review: why Saunderson House is sceptical on Japan

Japan’s disappointing fourth-quarter GDP growth figures have convinced Saunderson House investment director Christopher Sexton that Japan’s ‘Abenomics’ turnaround plan is not really working.

Why recent IPO flurry worries Julie Dean

Cazenove UK Opportunities manager believes the time is ripe to move out of cyclicals and into more defensive areas of the market.  

...more...

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.