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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

Bill Talbot

Bill Talbot

Showing manager performance in United Kingdom View performance globally

Citywire Rating: Not Rated

2016

  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JNot rated in Jan 2017
  • FRated Plus in Feb 2017
  • MRated A in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus 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
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated A in Apr 2018
  • MRated Plus in May 2018
  • JRated Plus 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
  • MNot rated in May 2019
  • JNot rated in Jun 2019

Performance

Equity - US Small & Medium Companies
over : 31/05/2018 - 31/05/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 14.5%
2018 -15.1% -7.3% 10.3% 1.6% -18.3%
2017 5.3% 2.6% -0.7% 1.1% 2.2%
2016 48.0% 3.1% 11.1% 14.2% 13.2%
2015 3.4% 9.8% -4.9% -9.8% 9.7%
2014 -0.2% 8.2%
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.