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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

Nick Shenton

Nick Shenton

Showing manager performance in United Kingdom View performance globally

Citywire Rating: Not Rated

2017

  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ONot rated 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
  • MRated Plus 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

Equity - UK Equity Income
over : 31/03/2016 - 31/03/2019
Manager Return
26 Nick Shenton 23.9%
27 Ben Whitmore 22.3%
28 David Horner 22.2%
28 David Taylor 22.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.0%
2018 -10.1% -3.6% 7.9% -2.6% -11.3%
2017 12.1% 3.6% 3.9% 1.3% 2.8%
2016 9.8% -1.7% 0.7% 7.7% 2.9%
2015 5.0% 5.2% -1.1% -3.4% 4.4%
2014 1.9% 0.3%

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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.