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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

Simon Dobson

Simon Dobson

About Simon Dobson

Simon Dobson is a fund manager at BDT Invest where he runs equity portfolios with a growth and value investment style. Prior to joining BDT in 2000, Simon spent a year at Invesco in London. He also worked at GT Management Japan from 1992 to 1999 having joined from GT Management Hong Kong where he started out in 1985. Simon studied at Oxford University and is currently based in London.

Invests in own strategies

Are you Simon Dobson?

Citywire Rating: Not Rated

2011

  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 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

  • JRated Plus 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

Performance

over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.2% -4.1% 1.7% 3.8%
2013 1.6% 14.4% -4.2% -6.0% -1.3%
2012 20.6% 9.3% -1.7% 3.2% 8.7%
2011 -17.0% -8.7% 1.3% -12.3% 2.3%
2010 20.1% 17.2% -10.0% 6.8% 6.7%
2009 4.2% 4.2%

Related News

EM specialist acquires ex-First State and Invesco men's boutique

Blackfriars Asset Management, which is owned by a firm in the BNY Mellon family, is to absorb BDT Invest.

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.