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Eustace Santa Barbara

Eustace Santa Barbara

Showing manager performance in United Kingdom View performance globally

About Eustace Santa Barbara

Eustace Santa Barbara joined the investment team at Marlborough Fund Managers from Close Brothers in December 2013. He has worked as both an analyst and fund manager and has nine years experience on the buy-side. He is a graduate of Harvard University

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Citywire Rating: AA rated

2017

  • SRated AAA in Sep 2017
  • ORated AAA in Oct 2017
  • NRated AAA in Nov 2017
  • DRated AAA in Dec 2017

2018

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

2019

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

Performance

Equity - UK Smaller Companies
over : 31/05/2018 - 31/05/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.1%
2018 -12.2% -2.6% 8.4% 0.3% -17.1%
2017 26.1% 7.3% 6.8% 4.1% 5.7%
2016 9.7% -1.9% -7.3% 16.1% 3.9%
2015 19.3% 2.1% 9.1% 1.5% 5.5%
2014 2.7%

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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.