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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

Julian Lewis

Julian Lewis

Showing manager performance in United Kingdom View performance globally

About Julian Lewis

Julian Lewis is chief investment officer of Cavendish. He has significant experience in investment management, both in the UK and worldwide, as well as specific sector experience in the property, hotel and leisure industries. Julian qualified as an accountant after taking a first class degree in management science from Warwick University. In addition to Cavendish, he has run various other businesses ranging from banking to property and hotels. Julian is manager of both the Worldwide and UK Balanced Income funds. He is a member of the Chartered Institute for Securities and Investment (CISI) and holds the MCSI qualification. Julian has been a Fellow of the Association of Chartered Certified Accountants since 1998 and is a chartered wealth manager.

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Citywire Rating: Not Rated

2003

  • NRated AA in Nov 2003
  • DRated AA in Dec 2003

2004

  • JRated AA in Jan 2004
  • FRated AA in Feb 2004
  • MRated AA in Mar 2004
  • ARated AA in Apr 2004
  • MRated AA in May 2004
  • JRated AA in Jun 2004
  • JRated AA in Jul 2004
  • ARated AA in Aug 2004
  • SRated A in Sep 2004
  • ORated AA in Oct 2004
  • NRated A in Nov 2004
  • DRated AA in Dec 2004

2005

  • JRated AA in Jan 2005
  • FRated AA in Feb 2005
  • MRated AA in Mar 2005
  • ARated AA in Apr 2005
  • MRated A in May 2005
  • JRated A in Jun 2005
  • JRated A in Jul 2005
  • ANot rated in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005
  • NNot rated in Nov 2005
  • DNot rated in Dec 2005

2006

  • JNot rated in Jan 2006
  • FNot rated in Feb 2006
  • MRated A in Mar 2006
  • ANot rated in Apr 2006
  • MRated A in May 2006
  • JRated A in Jun 2006
  • JRated A in Jul 2006
  • ARated A in Aug 2006
  • SRated A in Sep 2006
  • ONot rated in Oct 2006
  • NRated A in Nov 2006
  • DRated A in Dec 2006

2007

  • JRated A in Jan 2007
  • FRated A in Feb 2007
  • MRated A in Mar 2007
  • ARated A in Apr 2007
  • MRated A in May 2007
  • JRated A in Jun 2007
  • JRated AA in Jul 2007
  • ARated AA in Aug 2007
  • SRated AA in Sep 2007
  • ORated AA in Oct 2007
  • NRated AA in Nov 2007
  • DRated A in Dec 2007

2008

  • JRated A in Jan 2008
  • FRated A in Feb 2008
  • MRated A in Mar 2008
  • ARated A in Apr 2008
  • MRated A in May 2008
  • JRated A in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JRated A in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated A in Nov 2011
  • DNot rated in Dec 2011

2012

  • 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
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated AA in Feb 2014
  • MRated AA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated Plus in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated AA in Feb 2015
  • MRated AA in Mar 2015
  • ARated AA in Apr 2015
  • MRated AA in May 2015
  • JRated AA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AA in Aug 2015
  • SRated AA in Sep 2015
  • ORated AA in Oct 2015
  • NRated AA in Nov 2015
  • DRated A in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated Plus in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ANot rated in Apr 2018
  • 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
  • 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

Performance

over : 31/03/2018 - 31/03/2019
Rank 534/650 Equity - Global
Manager Return
532 Roger Clark 2.2%
532 Lee Gardhouse 2.2%
534 Julian Lewis 2.1%
534 Claudia Quiroz 2.1%
534 William Buckhurst 2.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.7%
2018 -11.1% -4.5% 5.6% 2.5% -14.0%
2017 14.4% 7.1% 1.1% 1.9% 3.7%
2016 19.5% -0.6% 4.2% 11.1% 3.8%
2015 1.3% 7.5% -2.8% -9.5% 7.2%
2014 2.0% 0.3% 3.3%
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.