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

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Stephen Yiu

Stephen Yiu

Showing manager performance in United Kingdom View performance globally

About Stephen Yiu

Stephen Yiu is lead manager of the CF Blue Whale Growth fund. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis and most recently under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry. Stephen Yiu set up his own fund management business in 2017 with a £25 million backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown.

Invests in own strategies

Runs institutional money

Are you Stephen Yiu?

Citywire Rating: Not Eligible

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


  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012


  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated AA in Jun 2013


Equity - Global
over : 31/03/2018 - 31/03/2019
Rank 1/650 Equity - Global
Manager Return
1 Stephen Yiu 23.9%
2 Terry Smith 23.7%
3 Michael Lindsell 22.6%
3 Nick Train 22.6%
3 James Bullock 22.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.9%
2018 8.6% -1.0% 14.5% 8.2% -11.4%
2017 2.5%
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.