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

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Oliver Kelton

Oliver Kelton

About Oliver Kelton

Oliver Kelton joined Waverton in 2001 as a European equity analyst, and since 2003 he has been managing specialist pan-European equity portfolios. Currently based in London, he has a first class honours degree in Economics and Politics from Bristol University and is a CFA Charterholder.

Invests in own strategies

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Funds Managed
  1. Waverton European A GBP

Citywire Rating: AAA rated

2012

  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JRated AA in Jun 2013
  • JRated AA 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

Equity - Europe
over : 31/08/2013 - 31/08/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 5.4% 7.4% -0.9% -1.0%
2013 65.2% 10.0% 13.8% 18.9% 10.9%
2012 16.0% 10.3% -8.8% -0.3% 15.7%
2011 -5.7% 1.3% 1.7% -10.1% 1.9%
2010 5.1% -12.1% 14.0% 4.9%

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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.