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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

Simon Moon

Simon Moon

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About Simon Moon

Simon Moon joined Unicorn Asset Management in 2008. Since 2013 he has been the manager of the Unicorn UK Smaller Companies Fund and co-manager of the Unicorn UK Income Fund & Acorn Investment Fund. He is an active member of the Investment committee and has been since 2008. Prior to joining Unicorn Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.

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Citywire Rating: + rated

2015

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

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated Plus in Jan 2018
  • FRated Plus in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018
  • MRated Plus in May 2018
  • JRated A in Jun 2018
  • JRated Plus in Jul 2018
  • ARated Plus in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FNot rated in Feb 2019
  • MRated Plus in Mar 2019
  • ARated Plus in Apr 2019
  • MRated Plus in May 2019

Performance

over : 30/04/2018 - 30/04/2019
Manager Return
13 James Baker 4.0%
13 Edward Booth 4.0%
15 Simon Moon 2.7%
16 Henry Lowson 2.1%
17 Guy Feld 1.7%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.3%
2018 -15.6% -5.2% 5.0% -2.8% -12.8%
2017 25.5% 4.5% 9.3% 3.3% 6.4%
2016 10.0% -1.7% -9.7% 16.5% 6.3%
2015 14.3% 1.4% 11.1% 0.8% 0.6%
2014 -3.1% -1.1%

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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.