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

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Stephen Bailey

Stephen Bailey

About Stephen Bailey

London-born Stephen Bailey began his career in stockbroking in 1985 as a private client portfolio manager with Statham, Duff, Stoop. He followed this with a year at Sheppards & Chase, before joining Walker Crips Weddle Beck plc in 1987. Currently investment director at the group, Bailey has been the architect and driving force behind the development of Walker Crips' asset management business. His in-depth investment experience and sensitivity to market conditions, coupled with colleague Jan Luthman's more fundamental approach, has created a winning combination in the successful co-management of the Walker Crips UK Growth and Equity Income funds, as well as the Dublin-based Collins Stewart UK Growth Fund. As a keen stockmarket historian, Bailey's interest in the financial world extends beyond the rigours of fund management. He is also a sports enthusiast who enjoys cricket, rugby and golf.

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Citywire Rating: Not Rated

2004

  • SRated AAA in Sep 2004
  • ORated AAA in Oct 2004
  • NRated AAA in Nov 2004
  • DRated AAA in Dec 2004

2005

  • JRated AAA in Jan 2005
  • FRated AAA in Feb 2005
  • MRated AAA in Mar 2005
  • ARated AAA in Apr 2005
  • MRated AA in May 2005
  • JRated AA in Jun 2005
  • JRated AA in Jul 2005
  • ARated AA in Aug 2005
  • SRated AA in Sep 2005
  • ORated AA in Oct 2005
  • NRated AAA in Nov 2005
  • DRated AA in Dec 2005

2006

  • JRated AA in Jan 2006
  • FRated AA in Feb 2006
  • MRated AA in Mar 2006
  • ARated AA in Apr 2006
  • MRated AA in May 2006
  • JRated AA in Jun 2006
  • JRated AA in Jul 2006
  • ARated AA in Aug 2006
  • SRated AA in Sep 2006
  • ORated AA in Oct 2006
  • NRated AA in Nov 2006
  • DRated AA in Dec 2006

2007

  • JRated AA in Jan 2007
  • FRated AA in Feb 2007
  • MRated AA in Mar 2007
  • ARated AA in Apr 2007
  • MRated AA in May 2007
  • JRated AA in Jun 2007
  • JRated AA in Jul 2007
  • ARated AA in Aug 2007
  • SRated AA in Sep 2007
  • ORated AA in Oct 2007
  • NRated A in Nov 2007
  • DRated AA in Dec 2007

2008

  • JRated A in Jan 2008
  • FRated AA in Feb 2008
  • MRated A in Mar 2008
  • ANot rated in Apr 2008
  • MRated A in May 2008
  • JRated AA in Jun 2008
  • JRated A in Jul 2008
  • ARated A in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MRated A in Mar 2009
  • ARated A in Apr 2009
  • MRated A in May 2009
  • JRated A in Jun 2009
  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SRated A in Sep 2009
  • ORated A in Oct 2009
  • NRated A in Nov 2009
  • DRated A in Dec 2009

2010

  • JRated A in Jan 2010
  • FRated A in Feb 2010
  • MRated A in Mar 2010
  • ARated A in Apr 2010
  • MRated A in May 2010
  • JRated A in Jun 2010
  • JRated A in Jul 2010
  • ARated A in Aug 2010
  • SRated A in Sep 2010
  • ORated A in Oct 2010
  • NRated A in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DRated A 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

  • JNot rated in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014

Performance

over : 31/07/2014 - 31/08/2014
Manager Return
166 Matthew Tillett 1.3%
167 Stephen Bailey 1.2%
167 Jan Luthman 1.2%
169 John Baker 1.2%
169 Jonathan Ingram 1.2%
169 Blake Crawford 1.2%

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.9% 1.1% -0.4% 1.1%
2013 30.2% 11.7% -1.3% 7.1% 10.2%
2012 2.6% 7.0% -9.6% 6.0% 0.1%
2011 -6.7% -0.5% 1.5% -12.0% 5.1%
2010 17.9% 4.0% -7.5% 13.4% 8.2%
2009 12.4% 6.3% 5.8%

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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.