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

Bertie Thomson

Bertie Thomson

Showing manager performance in United Kingdom View performance globally

Citywire Rating: AA rated

2018

  • JRated AA in Jun 2018
  • JRated AA in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018
  • ORated A in Oct 2018
  • NRated A in Nov 2018
  • DRated A in Dec 2018

2019

  • JRated A in Jan 2019
  • FNot rated in Feb 2019
  • MRated A in Mar 2019
  • ARated AA in Apr 2019

Performance

Equity - Global
over : 31/03/2018 - 31/03/2019
Rank 71/650 Equity - Global
Manager Return
69 David J Eiswert 15.9%
69 Giles Money 15.9%
71 Mick Dillon 15.8%
71 Bertie Thomson 15.8%
73 Alex Gunz 15.7%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.0%
2018 2.9% -0.4% 9.0% 6.1% -10.6%
2017 22.6% 7.8% 4.1% 2.2% 6.8%
2016 5.8% 8.0% 1.5%
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.