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Simon Callow

Simon Callow

About Simon Callow

Simon Callow was promoted to lead manager of the CF Miton Diversified Growth Fund (previously CF Midas Balanced Growth Fund) on the 1 July 2011, having previously been deputy manager. He is also deputy manager to the Midas Income and Growth Trust plc. Simon has 16 years investment management experience, including eight years as an Associate Director at BWD Rensburg, specialising in private client broking and discretionary fund management. Simon graduated from Edinburgh University and is a Fellow of the Securities Institute.

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Citywire Rating: + rated

2013

  • 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

2014

  • 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

Performance

Mixed Assets - Aggressive
over : 31/07/2013 - 31/07/2014
Manager Return
49 Craig Rippe 4.9%
50 Simon Callow 4.8%
50 Mark Wright 4.8%
52 Wayne Buttery 4.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.4% -0.3% 0.3% 0.4%
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%
2010 12.5% -2.0% 7.6% 6.7%

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.

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.