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

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Paul Mumford

Paul Mumford

About Paul Mumford

Paul Mumford was born in 1944 in Bristol and has extensive investment experience having worked as an analyst for Norris Oakley Brothers and later as a smaller companies expert at R Nivison, he moved across to fund management in 1988 when he joined Glenfriars. Paul joined Cavendish at the group’s formation in 1994. He is manager of the Cavendish Opportunities, AIM and UK Select funds.

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Citywire Rating: AA rated

2002

  • SRated A in Sep 2002
  • ONot rated in Oct 2002
  • NNot rated in Nov 2002
  • DRated A in Dec 2002

2003

  • JRated A in Jan 2003
  • FRated AA in Feb 2003
  • MRated AA in Mar 2003
  • ARated A in Apr 2003
  • MRated A in May 2003
  • JRated AA in Jun 2003
  • JRated AA in Jul 2003
  • ARated AA in Aug 2003
  • SRated AA in Sep 2003
  • ORated AA in Oct 2003
  • NRated AA in Nov 2003
  • DRated AA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FRated AAA in Feb 2004
  • MRated AA in Mar 2004
  • ARated AA in Apr 2004
  • MRated AA in May 2004
  • JRated AA in Jun 2004
  • JRated AA in Jul 2004
  • ARated AA in Aug 2004
  • SRated AA in Sep 2004
  • ORated AA in Oct 2004
  • NRated AA in Nov 2004
  • DRated A in Dec 2004

2005

  • JRated AA in Jan 2005
  • FRated AA in Feb 2005
  • MRated AA in Mar 2005
  • ARated AA in Apr 2005
  • MRated AA in May 2005
  • JRated A in Jun 2005
  • JRated AA in Jul 2005
  • ARated A in Aug 2005
  • SRated AA in Sep 2005
  • ORated AA in Oct 2005
  • NRated AA in Nov 2005
  • DRated AA in Dec 2005

2006

  • JRated AA in Jan 2006
  • FRated A in Feb 2006
  • MRated A in Mar 2006
  • ARated A in Apr 2006
  • MRated A in May 2006
  • JNot rated in Jun 2006
  • JRated A 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
  • NRated A in Nov 2008
  • DRated A in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MRated AA in Mar 2009
  • ARated A in Apr 2009
  • MRated AAA in May 2009
  • JRated A in Jun 2009
  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SRated A in Sep 2009
  • ORated A in Oct 2009
  • NRated A in Nov 2009
  • DRated A 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 AA in May 2010
  • JRated AA in Jun 2010
  • JRated AA in Jul 2010
  • ARated AA in Aug 2010
  • SRated AA in Sep 2010
  • ORated AA in Oct 2010
  • NRated AA in Nov 2010
  • DRated A in Dec 2010

2011

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

2012

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

2013

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

2014

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

Performance

over : 31/07/2013 - 31/07/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -2.4% 2.2% -2.0% -2.6%
2013 32.4% 9.9% 0.8% 12.0% 6.8%
2012 28.1% 13.9% -4.6% 11.5% 5.7%
2011 -8.3% 4.7% 1.1% -15.5% 2.5%
2010 32.3% 5.8% 0.0% 15.7% 8.2%
2009 17.9% 17.4% 0.5%

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Lighthouse boss Hickey quits after delisting failure

Lighthouse executive chair David Hickey has resigned from the adviser group after its failed attempt to delist from the alternative investment market.

Mumford: rebel shareholders have sent a clear message to Lighthouse

Paul Mumford feels vindicated after he led a group of rebel shareholders to vote against Lighthouse Group's plans to delist from the Alternative Investment Market.

Ex-Lighthouse chief Rosengren back rebels over delisting

Allen Rosengren, former chief executive of the Lighthouse group has backed growing opposition to the company's plans to delist from the Alternative Investment Market.

Mumford turns up heat on Lighthouse over delisting plan

Paul Mumford, fund manager at Cavendish Asset Management, has stepped up his war of words with the directors of national IFA Lighthouse plans to delist. 

The 10 managers who conquered 10 ferocious years in Citywire ratings: Paul Mumford

Paul Mumford is a small-cap expert, having worked as an analyst at Norris Oakley Brothers and R Nivision. However he has been running money himself since 1989 and his flagship Cavendish Opportunities fund has the capacity to invest globally, though he retains a bias towards the UK.

Shareholder revolt threatens Lighthouse delist plans

IFA network Lighthouse’s bid to delist from the Alternative Investment Market faces a further set back after a group of shareholders called for a vote against the move at a forthcoming general meeting.

'Shoddy' Lighthouse faces delist battle as shareholder vents anger

IFA network Lighthouse face a battle in its attempts to delist the company from the Alternative Investment Market and have been criticised for the ‘shoddy’ nature of the move.

Barclays faces shareholder wrath at pay packages

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...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.