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Simon Callow

Simon Callow

About Simon Callow

Simon Callow is an experienced asset allocator and specialist UK stock picker/fund selector. Simon joined Seneca Investment Managers Limited in 2005. He was promoted to Lead Fund Manager of the CF Seneca Diversified Growth Fund on 1 July 2011, having previously been co-manager. He is also co-manager on the Seneca Global Income & Growth Trust plc. Simon has 18 years investment management experience, including 8 years as an Associate Director at BWD Rensburg, specialising in private client broking and discretionary fund management. Simon graduated with an MA (Hons) from Edinburgh University and is a Chartered Fellow of the Institute for Securities & Investments, as a Chartered Wealth Manager.

Are you Simon Callow?

Citywire Rating: A rated


  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • 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
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DRated Plus in Dec 2014


  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated A 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 - Aggressive 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 7.7% -0.3% -6.8%
2014 0.6% -0.3% 0.3% 0.0% 0.6%
2013 15.9% 9.1% -2.6% 4.4% 4.5%
2012 10.5% 6.5% -2.6% 4.0% 2.5%
2011 -6.3% 0.6% 1.0% -9.6% 2.0%

Related News

Seneca aims to double assets through Miton deal

What the acquisition of Miton's Liverpool fund business means for Seneca Partners.

MAM considers changing Balanced fund name in strategic overhaul

The CF Midas Balanced Growth fund may get a new name, new manager Simon Callow said after adding the ability to add ETFs and re-orienting it towards emerging markets.

How MAM Funds duo shot up the performance charts

MAM Funds duo Simon Callow and Mark Wright delivered top quartile performance on their balanced fund over the last three years thanks to some shrewd moves in the testing times.

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.