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Tony Yousefian

Tony Yousefian

About Tony Yousefian

Born in 1960 in Iran, Tony Yousefian studied Pure Mathematics, Economics and Computer Studies at various English universities. He began his career as a sales associate at Pioneer Mutual in 1982. In 1984, he formed his own business and was involved in discretionary investment management both on private client portfolios and collective investment schemes. In 1997, Tony joined Smith and Pinching portfolio management and was appointed investment director in November 1999. He is responsible for the management of all portfolios and funds of funds. Yousefian has obtained a Financial Planning Certificate and is a qualified member of the Personal Finance Society and the Chartered Insurance Institute. He lists backgammon, shooting and football among his interests outside of fund management.

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Citywire Rating: Not Eligible

Tony Yousefian does not have the required track record to be eligible for a Citywire Rating. See methodology

Performance

Property - Global Equity
over : 30/09/2013 - 30/09/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.2% 3.4% 1.7% -2.8%
2013 3.2% -2.9% 2.2% 3.9%

Related News

Yousefian exits Charteris after four months

Tony Yousefian is to leave Charteris Treasury Portfolio Managers less than five months after joining the firm, Wealth Manager can reveal.

City Financial rebrands OPM equity income fund

The OPM Equity High Income Portfolio fund is to be rebranded as the City Financial UK Income Opportunities fund.

Yousefian joins Charteris and brings OPM Property fund over

Multi-manager Tony Yousefian is to join Charteris Treasury Portfolio Managers and will bring his OPM Property Portfolio fund over to his new firm.

City Financial to acquire OPM Fund Management

City Financial will gain a £75 million boost after its acquisition of OPM Fund Management

Tony Yousefian's favourite European funds

The OPM CIO believes the break up of the euro is inevitable but he believes there are plenty of opportunities on the continent and highlights two funds he believes are best placed to exploit these.

OPM launches absolute return and global equity fund of funds

The Norwich-based wealth manager is looking to capitalise on the growing regulatory pressures forcing advisers to outsource investment management.

OPM is poised to unveil a pair of unrestricted funds

Subject to regulatory approval, the fund manager will bring a total return absolute return-style fund and a worldwide opportunities fund to the market

Yousefian shifts fixed interest fund into high yield

OPM’s Tony Yousefian is shifting his fixed interest fund towards riskier assets in response to decreasing spreads on investment grade bonds.

Fund of funds managers see glimmer of hope in property sector

The latest Citywire fund of funds survey shows managers are divided on prospects for property securities funds this year after a dire year for the asset class in 2007.

Citywire Rated Manager Survey: Short-term pessimism dents confidence

Market turmoil has taken its toll on the sentiment of Citywire’s rated managers.

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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.