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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Dan Loewy

Dan Loewy

Showing manager performance in United Kingdom View performance globally

About Dan Loewy

Dan Loewy is based in New York and is co-head and CIO multi-asset solutions at AllianceBernstein. He has been with the firm since 1996 and currently manages the Global Conservative Wealth Fund and Dynamic Diversified Fund dealing in global all markets, using top-down, fundamental and quantitative and tactical investment styles. Dan is a chartered financial analyst and holds a Masters in Business Administration; he graduated from Cornell University where he studied Industrial and Labour Relations and outside of work, Dan enjoys tennis, chess and music.

Invests in own strategies

Runs institutional money

Are you Dan Loewy?

Citywire Rating: Not Rated

2014

  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ORated Plus in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated A in Feb 2015
  • MRated Plus in Mar 2015
  • ARated A in Apr 2015
  • MRated A in May 2015
  • JRated A in Jun 2015
  • JRated Plus in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NRated Plus 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
  • JRated Plus in Jul 2016
  • ANot rated in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated A in Feb 2017
  • MRated A in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus 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
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DNot rated in Dec 2018

2019

  • JNot rated in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019

Performance

Mixed Assets - Conservative USD
over : 31/03/2018 - 31/03/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.0%
2018 0.2% -5.8% 7.6% 2.4% -3.4%
2017 2.0% 2.5% -1.4% -0.5% 1.4%
2016 28.2% 4.9% 10.3% 5.5% 5.1%
2015 2.8% 7.5% -7.3% -1.1% 4.3%
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.