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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

Showing manager performance in United Kingdom View performance globally

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: A 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
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016

Performance

over : 30/04/2015 - 30/04/2016
Rank 260/479 Equity - Global
Manager Return
258 Aled Smith -2.2%
258 Eric Holterhues -2.2%
260 Ayesha Akbar -2.2%
260 Mark Glazener -2.2%
260 Nick Mottram -2.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -2.7%
2015 11.5% 10.8% 0.5% -9.4% 10.6%
2014 7.7% -0.6% 2.9% 1.8% 3.4%
2013 33.7% 18.4% 0.3% 1.8% 10.7%
2012 9.4% 9.9% -6.0% 4.8% 1.0%
2011 -16.8% 3.2%

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%

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.