Revealed: 10 fund managers on the slide since 'red October'

We have tracked the performance of managers of funds for sale in the UK since last year's October dip. Here are the funds with the worst performance in that time

The back end of last year proved to be pretty tricky for investment professionals.

At our annual conferences and awards last month, it was clear delegates were concerned about fund performance in a world of returning volatility. Worries had not disappeared.

We think those concerns really began in October last year, when markets took a bit of tumble and the FTSE 100 dipped below 7,000. We have been tracking the managers of funds for sale in the UK since that time, so here are ten of the worst performing funds since the beginning of October.

Source: Citywire Investment Research, as at 25 January 2019. All performance is listed from 30 September 2018 to 24 January 2019. Performance is calculated in US dollars, gross of tax, bid to bid, ignoring the effect of initial charges and with income reinvested at the ex-dividend date. 

The back end of last year proved to be pretty tricky for investment professionals.

At our annual conferences and awards last month, it was clear delegates were concerned about fund performance in a world of returning volatility. Worries had not disappeared.

We think those concerns really began in October last year, when markets took a bit of tumble and the FTSE 100 dipped below 7,000. We have been tracking the managers of funds for sale in the UK since that time, so here are ten of the worst performing funds since the beginning of October.

Source: Citywire Investment Research, as at 25 January 2019. All performance is listed from 30 September 2018 to 24 January 2019. Performance is calculated in US dollars, gross of tax, bid to bid, ignoring the effect of initial charges and with income reinvested at the ex-dividend date. 

Fund: Danske Invest SICAV Europe Small Cap A

Manager: Ivan Larsen

Performance: -21.351

Fund: Ostrum Actions Euro Micro Caps

Manager: Valerie Lefébvre

Performance since October: 21.398

Fund: CC Japan Alpha C Yen

Manager: Jonathan Dobson

Performance since October: -21.458

Fund: PARVEST Energy Innovators Classic Cap

Manager: Geoffry Dailey, Pamela Hegarty 

Performance since October: -21.522 

Fund: Junior Oils C Acc 

Manager: Angelos Damaskos

Performance since October: -22.044

Fund: MFM Techinvest Special Situations

Manager: Conor McCarthy

Performance since October: -23.268

Fund: Yuki Japan Rebounding Growth

Manager: Magotaka Oshitani

Performance since October: -24.278

Fund: Invesco Energy A Acc USD

Manager: Norman MacDonald

Performance since October: -24.404

Fund: Schroder ISF Global Energy A Acc

Manager: Mark Lacey

Performance since October: -24.475

Fund: Ashburton Global Energy R Acc

Manager: Richard Robinson

Performance since October: -26.599

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Related Fund Managers

Mark Lacey
Mark Lacey
20/21 in Equity - Energy (Performance over 3 years) Average Total Return: -0.65%
Norman MacDonald
Norman MacDonald
21/21 in Equity - Energy (Performance over 3 years) Average Total Return: -9.89%
Angelos Damaskos
Angelos Damaskos
19/21 in Equity - Energy (Performance over 3 years) Average Total Return: 5.38%
Geoffry Dailey
Geoffry Dailey
17/21 in Equity - Energy (Performance over 3 years) Average Total Return: 8.31%
Conor McCarthy
Conor McCarthy
23/23 in Equity - Technology (Performance over 3 years) Average Total Return: 71.74%
Valérie Lefebvre
Valérie Lefebvre
9/9 in Equity - Eurozone Small & Medium Companies (Performance over 3 years) Average Total Return: 15.74%
Ivan Larsen
Ivan Larsen
14/70 in Equity - European Small & Medium Companies (Performance over 3 years) Average Total Return: 50.01%
Magotaka Oshitani
Magotaka Oshitani
36/96 in Equity - Japan (Performance over 3 years) Average Total Return: 40.05%
Jonathan Dobson
Jonathan Dobson
52/96 in Equity - Japan (Performance over 3 years) Average Total Return: 37.54%
Richard Robinson
Richard Robinson
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