Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration 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

Paul Mumford

Paul Mumford

Showing manager performance in Funds Insider View performance globally

About Paul Mumford

Paul Mumford has extensive investment experience. Having worked as an Analyst for Norris Oakley Brothers and later as a smaller-companies expert at R Nivison, he moved across to fund management in 1988 when he joined Glenfriars. Paul joined Cavendish at the group’s formation in 1994. He is manager of the Cavendish Opportunities, AIM and UK Select funds.

Are you Paul Mumford?

Citywire Rating: AA rated

2002

  • SRated A in Sep 2002
  • ONot rated in Oct 2002
  • NNot rated in Nov 2002
  • DRated A in Dec 2002

2003

  • JRated A in Jan 2003
  • FRated AA in Feb 2003
  • MRated AA in Mar 2003
  • ARated A in Apr 2003
  • MRated A in May 2003
  • JRated AA in Jun 2003
  • JRated AA in Jul 2003
  • ARated AA in Aug 2003
  • SRated AA in Sep 2003
  • ORated AA in Oct 2003
  • NRated AA in Nov 2003
  • DRated AA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FRated AAA in Feb 2004
  • MRated AA in Mar 2004
  • ARated AA in Apr 2004
  • MRated AA in May 2004
  • JRated AA in Jun 2004
  • JRated AA in Jul 2004
  • ARated AA in Aug 2004
  • SRated AA in Sep 2004
  • ORated AA in Oct 2004
  • NRated AA in Nov 2004
  • DRated A in Dec 2004

2005

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

2006

  • JRated AA in Jan 2006
  • FRated A in Feb 2006
  • MRated A in Mar 2006
  • ARated A in Apr 2006
  • MRated A in May 2006
  • JNot rated in Jun 2006
  • JRated A in Jul 2006
  • ANot rated in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JNot rated in Jan 2007
  • FNot rated in Feb 2007
  • MNot rated in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NRated A in Nov 2008
  • DRated A in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MRated AA in Mar 2009
  • ARated A in Apr 2009
  • MRated AAA 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 AA in Jan 2010
  • FRated AA in Feb 2010
  • MRated AA in Mar 2010
  • ARated AA in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JRated AA in Jul 2010
  • ARated AA in Aug 2010
  • SRated AA in Sep 2010
  • ORated AA in Oct 2010
  • NRated AA in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated AA in Feb 2011
  • MRated AA in Mar 2011
  • ARated AA 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

  • JRated AA in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated AA in May 2012
  • JRated AA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AAA in Sep 2012
  • ORated AAA in Oct 2012
  • NRated AAA in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated A in Apr 2013
  • MRated AA in May 2013
  • JRated AA in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated A in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AA in Sep 2014
  • ORated A in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated A in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated A in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JRated AA in Jul 2018
  • ARated AA in Aug 2018
  • SRated AA in Sep 2018
  • ORated AA in Oct 2018
  • NRated AA in Nov 2018
  • DRated AA in Dec 2018

2019

  • JRated AA in Jan 2019

Performance

Equity - UK Medium Companies
over : 31/12/2017 - 31/12/2018
Manager Return
1 Ben Ritchie -9.1%
2 Paul Mumford -11.4%
3 Henry Lowson -12.3%
4 Neil Hermon -12.5%
5 Mark Hall -14.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/12/2018 Annual Q1 Q2 Q3 Q4
2018 -11.4% -3.4% 9.6% -0.2% -16.2%
2017 23.1% 5.7% 5.3% 6.8% 3.6%
2016 22.3% -2.0% -3.2% 17.3% 9.9%
2015 9.0% 0.7% 9.2% -1.2% 0.3%
2014 -2.8% 3.8% -1.3% -3.8% -1.4%

Related News

Top AIM investor dismayed by 'devastating' Patisserie fraud

Paul Mumford says he feels 'misled', having backed Patisserie Valerie owner's rescue rights issue in November.

Fund managers count cost of Patisserie Valerie scandal

While some have taken part in rights issue at 50p per share, others have been unwilling to lend further backing to beleaguered baker.

Why oil is falling like it's 2008 again

The price of oil is falling at the fastest pace since the financial crisis, but fund managers are eyeing a recovery, with next week's Opec meeting a potential catalyst.

Pound and domestic stocks rally on Brexit deal hopes

Pound jumps while stocks exposed to UK economy rally after British official tells The Times says financial services Brexit deal nearly done.

Top AIM investor shocked by Patisserie Valerie crisis

Citywire AA-rated fund manager Paul Mumford writes off his investment as Patisserie Valerie warns it is on the brink of collapse.

FTSE rises but Tesco tumbles on profits miss

Shares in UK's biggest retailer tumble to the bottom of the FTSE 100 after missing first-half profit forecasts.

Pound jumps on retail resurgence and Brexit hopes

Pound jumps more than 1% against a falling dollar as August UK retail sales beat forecasts and investors pin hopes on Brexit deal.

Small cap star Mumford seizes on Footasylum crash

Citywire AA-rated Paul Mumford has picked up more shares in beleaguered footwear retailer, whose stock is down 60% this week.

Bank of England raises rates as Brexit looms large

Some see hike to 0.75% as giving scope for cut in a 'no deal' Brexit, others argue it's an unnecessary risk.

Value traps: the warning signs fund managers look for

Some low-rated shares have real upside potential, others are going nowhere fast. Here's how fund managers try to avoid dreaded 'value traps'.

...more...
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.