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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

Simon Adler

Simon Adler

Showing manager performance in United Kingdom View performance globally

About Simon Adler

Simon Adler, CFA joined Schroders Investment Management in 2008 as a UK equity analyst responsible for transport, travel, media agencies, broadcasting chemicals and support services sectors. Simon graduated from Edinburgh University with an MA (Hons) in Politics.

Are you Simon Adler?

Citywire Rating: Not Eligible

Simon Adler does not currently have the required track record to be eligible for a Citywire Rating. See methodology

2015

  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016

Performance

over : 31/03/2018 - 31/03/2019
Manager Return
95 Mike Hodgson 2.9%
96 Boyan Filev 2.9%
97 Nick Kirrage 2.2%
97 Simon Adler 2.2%
99 Caroline Shaw 1.2%
99 Gary Reynolds 1.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.8%
2018 6.7% 0.9% -9.5%
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.