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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Stefan Herz

Stefan Herz

Showing manager performance in United Kingdom View performance globally

About Stefan Herz

Stefan Herz joined Charlemagne Capital in 2004 having spent eight years at Dresdner Kleinwort Wasserstein, where he was head of research for emerging Europe. At Charlemagne, he is the lead portfolio advisor for all EMEA strategies. He began his career as an analyst at Smith NewCourt in 1991. He is a graduate of University College London and has an MSc from the London School of Economics.

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Citywire Rating: Not 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
  • ORated A in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated A in Jan 2015
  • FRated A in Feb 2015
  • MRated Plus in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016

Performance

over : 31/08/2015 - 31/08/2016

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 14.8% 4.9%
2015 -6.2% 6.9% -3.3% -9.4% 0.2%
2014 -30.8% -13.2% 7.4% -8.0% -19.3%
2013 4.2% 7.0% -6.6% 3.7% 0.6%
2012 19.3% 18.9% -10.4% 6.4% 5.2%
2011 0.6%

Related News

Christmas comes early for culled Turkey fund

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

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.