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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

Philip Roantree

Philip Roantree

Showing manager performance in United Kingdom View performance globally

Citywire Rating: Not Eligible

Philip Roantree does not currently have the required track record to be eligible for a Citywire Rating. See methodology


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


  • JRated A in Jan 2003
  • FRated A in Feb 2003
  • MRated A in Mar 2003
  • ARated A in Apr 2003
  • MRated AA 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 AAA in Dec 2003


  • JRated AA in Jan 2004
  • FRated AA 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 AA in Dec 2004


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


  • JRated AA in Jan 2006
  • FRated AA in Feb 2006
  • MRated A in Mar 2006
  • ARated AA in Apr 2006
  • MRated A in May 2006
  • JRated AA in Jun 2006
  • JRated A in Jul 2006
  • ANot rated in Aug 2006
  • SRated A in Sep 2006
  • ORated A in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006


  • JRated A in Jan 2007
  • FRated A in Feb 2007
  • MRated A in Mar 2007
  • ARated A in Apr 2007
  • MRated A in May 2007
  • JRated A in Jun 2007
  • JRated A 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


  • 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


  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009


over : 31/01/2017 - 31/01/2018

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.7% 2.8% 1.2% 0.7% 1.8%
2016 11.9% 2.7% 3.8% 7.1% -1.9%
2015 0.7%

Related News

AXA hires former New Star and JPM bond managers

AXA Investment Managers has boosted its fixed income team with two senior hires, including ex-New Star bond manager Philip Roantree.

Querns launches tax elected income fund for Whittaker and Roantree

The former New Star pair’s Querns Income First fund is one of the earliest adopters of the tax elected fund regime introduced last year

Ex-New Star duo Whittaker and Roantree launch income fund

Former New Star fund managers Stephen Whittaker and Phil Roantree are to run a high income fund for their new venture Querns Asset Managers

Whittaker and Roantree to launch low-cost fund

Former New Star Asset Management chief investment officer, Stephen Whittaker, and bond specialist Phil Roantree, are to launch a low-cost fund service.

The corporate bond funds that have delivered

Only a handful of UK corporate bond managers posted positive returns over the past 12 months, with GLG Partners' Lorenzo Gallenga and Gareth Isaac putting on their best performance.

Henderson bond duo to cut financials and property exposure

Henderson's Stephen Thariyan and Philip Payne have cut their exposure to financials on the New Star Sterling Bond fund, which they inherited from Philip Roantree last month.

What next for New Star’s income funds?

More than £1 billion is invested in New Star’s range of high-yielding funds. Now that the line-up of managers moving to Henderson Global Investors following its takeover is complete, what should investors’ next move be?

Roantree, Thompson and Deptford not joining Henderson, Green signs

Citywire can reveal Trevor Green is to join Henderson Global Investor from New Star but it is understood income duo Toby Thompson and Charlie Deptford and bond specialist Philip Roantree, will not be joining the firm.

Bond star James Gledhill to join Henderson

Citywire has learnt that fixed income manager James Gledhill is to join Henderson Global Investors with the acquisition of his firm New Star.

Corporate bond funds rack up losses on recession fears

Investors in corporate bonds have suffered losses as large as 10% as liquidity problems and recession fears hit fixed interest securities, analysis by Citywire shows.

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.