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Simon Moon

Simon Moon

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About Simon Moon

Simon Moon joined Unicorn Asset Management in 2008. Since 2013 he has been the manager of the Unicorn UK Smaller Companies Fund and co-manager of the Unicorn UK Income Fund & Acorn Investment Fund. He is an active member of the Investment committee and has been since 2008. Prior to joining Unicorn Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.

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Citywire Rating: A rated

2015

  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated AA in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated Plus in Jul 2016
  • ARated A in Aug 2016

Performance

over : 31/07/2015 - 31/07/2016
Manager Return
47 Trevor Green -5.5%
48 Simon Moon -6.0%
49 Alan Clifford -7.4%
49 Alan Custis -7.4%
49 Lloyd Whitworth -7.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.7% -9.7%
2015 14.3% 1.4% 11.1% 0.8% 0.6%
2014 -2.0% 3.6% -1.3% -3.1% -1.1%
2013 7.6% 14.1% 12.4%

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...more...
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.