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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

Steven L. Pollack

Steven L. Pollack

Showing manager performance in United Kingdom View performance globally

Citywire Rating: AA rated

2014

  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated A in Jun 2014
  • JRated A in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A 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 A in Feb 2016
  • MRated A in Mar 2016
  • ARated AA in Apr 2016

Performance

Equity - North American Small & Medium Companies
over : 31/03/2015 - 31/03/2016

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 1.2%
2015 7.7% 9.4% -7.2% -2.1% 8.4%
2014 19.0% 2.8% 0.4% 2.8% 12.1%
2013 35.5% 19.0% 4.5% 0.4% 8.6%
2012 12.4% 10.4% -3.9% 2.7% 3.2%
2011 13.8%

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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.