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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

Geraldine Sundstrom

Geraldine Sundstrom

Showing manager performance in United Kingdom View performance globally

Citywire Rating: A rated


  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ORated Plus in Oct 2018
  • NNot rated in Nov 2018
  • DNot rated in Dec 2018


  • JNot rated in Jan 2019
  • FRated A in Feb 2019
  • MRated A in Mar 2019
  • ARated A in Apr 2019


over : 31/03/2018 - 31/03/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.4%
2018 0.7% -4.4% 6.2% 3.6% -4.3%
2017 4.3% 3.4% -1.2% -0.1% 2.2%
2016 24.3% 0.8% 9.1% 7.2% 5.5%
2015 -3.7% 5.9%

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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.