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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

Stefan Herz

Stefan Herz

About Stefan Herz

Stefan Herz was born in Germany in 1966 and graduated from University College London with a BSc in economics and from the London School of Economics with an MSc in European studies. He started his career in 1991 as an analyst at Smith New Court and in 1994 he joined Dresdner Kleinwort Wasserstein where he was the head of research for emerging Europe. Stefan joined Bryan, Garnier & Co in 2004 and in the same year he joined Charlemagne Capital where he is currently a portfolio advisor/manager and uses a core, bottom up focused approach to fund management.

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Citywire Rating: + rated

2011

  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SNot rated in Sep 2011
  • ORated A in Oct 2011
  • NRated AA in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JRated A in Jul 2012
  • ARated A in Aug 2012
  • SNot rated in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A 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

  • JNot rated in Jan 2014
  • FNot rated 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
  • SRated Plus in Sep 2014

Performance

over : 31/08/2013 - 31/08/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 15.6% 3.0% 9.5% 2.5%
2013 -26.0% 15.8% -15.5% -10.1% -16.0%
2012 54.8% 25.9% 2.6% 3.1% 16.3%
2011 -31.7% -2.6% -17.2% -15.3%

Related News

Christmas comes early for culled Turkey fund

Charlemagne has shut its 10-year-old Turkey fund after it became uneconomical to run.

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.