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

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Johan Utterman

Johan Utterman

Showing manager performance in United Kingdom View performance globally

About Johan Utterman

Johan Utterman is the lead portfolio manager for the LO Funds–Golden Age fund and head of Swiss Equities at Lombard Odier Investment Managers (LOIM). He joined in July 2008 as a senior healthcare analyst for the 1798 Fundamental Strategies fund. Prior to joining LOIM, he was a senior medical technology and device analyst at HBK Investments in New York. Previously, he was a healthcare analyst at Hunter Global Investors in New York from 2005 to 2007 and a European diversified financial analyst at Fidelity Investments in London from 2002 to 2005. Before moving to the buy side, he worked in investment banking at Salomon Brothers from 1995 to 1998 and at Morgan Stanley from 1998 to 2002. He began his career as a generalist in mergers and acquisitions at Salomon Brothers and Morgan Stanley before becoming a vice president of the healthcare investment banking team at Morgan Stanley.

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Citywire Rating: AA rated

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 AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated Plus in May 2016
  • JRated A in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus 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
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated A in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

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

Performance

over : 31/03/2018 - 31/03/2019
Rank 64/650 Equity - Global
Manager Return
64 Johan Utterman 15.9%
64 Meret Gaugler 15.9%
66 Andrew Wheatley-Hubbard 15.9%
66 Stuart Reeve 15.9%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 1.4% -4.0% 8.7% 7.6% -9.7%
2017 16.2% 7.0% 4.9% -0.6% 4.1%
2016 11.2% -2.7% 10.0% 4.3% -0.3%
2015 8.4% 12.7% -5.7% -5.4% 7.9%
2014 -0.3% 8.0% 10.0%
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.