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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

Rupert Caldecott

Rupert Caldecott

Citywire Rating: + rated


  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013


  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014


  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MRated Plus in Mar 2015


Mixed Assets - Conservative GBP
over : 28/02/2014 - 28/02/2015

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2015 Annual Q1 Q2 Q3 Q4
2014 7.3% 0.1% 1.0% 1.9% 4.2%
2013 6.9% 6.7% -1.6% 0.6% 1.1%
2012 3.3% 2.1% -1.1% 1.7% 0.5%
2011 -2.0% -4.9% -0.1%

Related News

Too much regulation? There ought to be a rule against it

It’s just as well Moses wasn’t a regulator. Had he been, we would have at least 4,673 commandments

Dalton Strategic Partnership bolsters multi-asset team

Dalton has appointed Luca Vaiani from Italian fund house Fondaco to work on Rupert Caldecott's global multi-asset fund.

Dalton Strategic revamps ownership structure

Senior executives of Dalton Strategic Partnership will control 51.5% of the equity of the firm, while the Dalton Family will continue to retain a quarter of the firm’s equity.

Wealth Manager: Dalton Strategic explains its succession plan

Dalton Strategic's Andrea Di Nisio and Neill Blanks fill us in on the company's future following the death of Andrew Dalton.

Citywire Discovery Source: Citywire Discovery 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.