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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

Nick Mottram

Nick Mottram

About Nick Mottram

Born in Coventry, Nick Mottram is a Partner at Dalton Strategic Partnership. Nick has enjoyed an extensive career in asset management having previously worked at Origin Asset Management, Investec and Schroders. As the lead manager of Dalton’s Melchior Global Equity fund, Nick looks for value in his investments, and is willing to rotate his portfolio in response to market cycles. Nick received a degree in English and American Literature from the University of Kent and enjoys rugby, cinema and theatre outside of work.

Invests in own strategies

Are you Nick Mottram?

Citywire Rating: + rated

2013

  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated Plus in Apr 2014
  • MNot rated in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ANot rated in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014

Performance

Equity - Global Equities
over : 30/09/2013 - 30/09/2014
Manager Return
11 Mark Urquhart 15.5%
12 Nick Mottram 15.3%
13 Scott Berg 14.0%
14 Pascal Dudle 13.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 4.1% -0.6% 2.9% 1.8%
2013 33.7% 18.4% 0.3% 1.8% 10.7%
2012 9.4% 9.9% -6.0% 4.8% 1.0%
2011 -9.4% 3.3% 2.2% -16.8% 3.1%
2010 24.4% 11.4% 11.7%

Related News

Profile: Magnus Spence - there are conflicts of interest everywhere you look

Dalton's Spence on the NCI's plans, conflicts of interest and European regulation.

DSP cuts the fee on Mottram's global equity fund

The fee on the Melchior Global Equity fund has been cut to 0.25%

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.