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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

Fatima Iu

Fatima Iu

Showing manager performance in United Kingdom View performance globally

About Fatima Iu

Fatima Iu joined Polar Capital in April 2006 and has 12 years’ experience. She is a fund manager on the Polar Capital Technology fund, the Polar Capital Technology Trust and the Polar Capital Automation and Artificial Intelligence fund. She is responsible for covering European technology, global security, networking, clean energy and medical technology. Prior to joining Polar, she spent 18 months working at Citigroup Asset Management with a focus on consumer products and pharmaceuticals. She holds an MSc in medicinal chemistry from Imperial College of Science & Technology in London. She is also a CFA Charterholder.

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Citywire Rating: AA rated

2017

  • ORated A in Oct 2017
  • NRated A in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated A in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JRated A in Jul 2018
  • ARated AA in Aug 2018
  • SRated AA in Sep 2018
  • ORated AA in Oct 2018
  • NRated AA in Nov 2018
  • DRated AA in Dec 2018

2019

  • JRated AA in Jan 2019
  • FRated AAA in Feb 2019
  • MRated AAA in Mar 2019
  • ARated AAA in Apr 2019
  • MRated AA in May 2019

Performance

Equity - Technology
over : 30/04/2016 - 30/04/2019
Manager Return
1 Greg Tuorto 161.6%
2 Ben Rogoff 151.0%
2 Nick Evans 151.0%
2 Xuesong Zhao 151.0%
2 Fatima Iu 151.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 15.8%
2018 9.4% 3.3% 11.8% 9.3% -13.2%
2017 34.6% 15.1% 4.5% 5.6% 6.0%
2016 31.9% -3.0% 15.1% 18.1% 0.1%
2015 13.3% 9.0% -4.0% -4.8% 13.8%
2014 5.1% 6.9%
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.