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

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Rupert Caldecott

Rupert Caldecott

Citywire Rating: A 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
  • ARated A in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015


Mixed Assets - Conservative GBP
over : 31/10/2014 - 31/10/2015

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2015 Annual Q1 Q2 Q3 Q4
2015 5.6% -3.3% -2.0%
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%

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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.

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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.