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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 Edelsten

Simon Edelsten

Equities Investment Style

  • Defensive Growth

Education

  • Trinity College, Oxford
  • Politics Philosophy and Economics

Interests

  • Bridge

Citywire Rating: Not Rated

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus 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

Performance

Equity - Global Equities
over : 31/07/2013 - 31/07/2014
Manager Return
212 Giles Money 0.1%
213 Clyde Rossouw 0.0%
214 Susan O'Brien -0.1%
214 Alexander Illingworth -0.1%
214 Rosanna Burcheri -0.1%
214 Simon Edelsten -0.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 0.1% -1.3% 0.7% 0.7%
2013 20.7% 15.7% 1.0% -1.0% 4.3%
2012 11.9% 9.3% -2.9% 4.0% 1.3%
2011 -6.5% -11.0% 5.1%

Related News

Baillie Gifford loses 33-year reign on Myd Wynd to Artemis

The investment trust, which has used Baillie Gifford since its float in 1981, has turned to Artemis following the retirmement of Michael MacPhee.

Artemis hires Burcheri for Global Select fund

Artemis has appointed Rosanna Burcheri as a manager on the firm’s new Global Select fund.

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.