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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

Robert Naess

Robert Naess

Showing manager performance in United Kingdom View performance globally

Citywire Rating: Not Rated

2015

  • DRated A in Dec 2015

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated AA in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

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

2018

  • JNot rated in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SRated Plus in Sep 2018
  • ORated Plus in Oct 2018
  • NRated Plus in Nov 2018
  • DRated Plus in Dec 2018

2019

  • JRated Plus in Jan 2019
  • FRated Plus in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019

Performance

over : 31/03/2018 - 31/03/2019
Rank 302/650 Equity - Global
Manager Return
301 Angus Parker 8.6%
302 Hiten Savani 8.5%
302 Matt Jones 8.5%
302 Claus Vorm 8.5%
302 Robert Naess 8.5%
302 Kevin V. Dreyer 8.5%
302 Mario J. Gabelli 8.5%
302 Christopher J. Marangi 8.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -6.1% -7.2% 5.6% 5.7% -9.3%
2017 8.9% 4.1% 2.0% -1.2% 3.9%
2016 24.8% 9.9% 8.3% 4.1% 0.8%
2015 2.6% 2.5% -5.1% -1.3% 6.9%
2014 0.7% 1.9% 5.4%
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.