Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Stephen Peters

Stephen Peters

Citywire Rating: Not Rated

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
  • MNot rated 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
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

Performance

Mixed Assets - Aggressive GBP
over : 30/11/2013 - 30/11/2014
Manager Return
7 Caroline Hitch 11.0%
7 Jane Davies 11.0%
9 Shauna Bevan 10.7%
9 Stephen Peters 10.7%
11 Mark Piper 10.2%
11 Justin Oliver 10.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.3% 1.5% 3.4%
2013 17.4% 12.1% -2.3% 2.9% 4.1%
2012 10.7% 8.3% -4.6% 4.3% 2.8%
2011 -12.2% -2.9% -0.6% -12.1% 3.4%

Related News

WM Quarterly Outlook: how leading investors are positioned for 2013

After a reappraisal of risk appetite on liquidity support, Q4 saw far more limited changes to asset allocation as investors settled in.

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.