Register to get unlimited access to our investor forum and all editorial content, including our e-zine and weekly email. 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

Matt Quinlan

Matt Quinlan

Showing manager performance in Investment Trust Insider View performance globally

About Matt Quinlan

Matt Quinlan is a vice president, research analyst and portfolio manager for the Franklin Equity Group. He is the leader of the consumer research team and he has research coverage responsibilities for the retail and consumer products sectors. He also analyses debt and equity investments for the multi-asset solutions team. Prior to joining Franklin Templeton in 2005, Quinlan worked in investment banking at Citigroup, where he covered the retail and consumer products industries and worked with private equity firms on acquisitions for their portfolio companies. He holds a BA in history from UCLA and an MBA from The Anderson School at UCLA.

Are you Matt Quinlan?

Citywire Rating: AA rated

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

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated 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 Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018
  • JRated A in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018
  • ORated AA in Oct 2018
  • NRated A in Nov 2018
  • DRated AA in Dec 2018

2019

  • JRated AA in Jan 2019
  • FRated AA in Feb 2019
  • MRated AA in Mar 2019
  • ARated AA in Apr 2019
  • MRated AA in May 2019
  • JRated AA in Jun 2019

Performance

Mixed Assets - Balanced USD
over : 31/05/2018 - 31/05/2019
Manager Return
20 Steven Romick 5.7%
21 David Copsey 5.6%
22 Todd Brighton 5.5%
22 Matt Quinlan 5.5%
22 Edward Perks 5.5%
22 Richard Hsu 5.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.1%
2018 -1.6% -6.4% 8.3% 2.8% -5.5%
2017 -0.7% 2.0% -3.0% 0.2% 0.1%
2016 34.8% 3.7% 12.4% 7.0% 8.0%
2015 -5.0% 5.3% -7.4% -5.5% 3.0%
2014 2.1% 1.6%
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.