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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Simon Callow

Simon Callow

Showing manager performance in United Kingdom View performance globally

About Simon Callow

Simon Callow is an experienced asset allocator and specialist UK stock picker/fund selector. He joined OCM Wealth in September 2016 as a fund managers. Simon moved from Seneca Investment Managers Limited, where he worked since 2005. At Seneca he was promoted to lead manager of the CF Seneca Diversified Growth Fund on 1 July 2011, having previously been a co-manager. He was also co-manager on the Seneca Global Income & Growth Trust plc. Simon has over 20 years investment management experience, including eight years as an Associate Director at BWD Rensburg, specialising in private client broking and discretionary fund management. Simon graduated with an MA (Hons) from Edinburgh University and is a Chartered Fellow of the Institute for Securities & Investments, as a Chartered Wealth Manager.

Are you Simon Callow?

Citywire Rating: Not Eligible

Simon Callow does not currently have the required track record to be eligible for a Citywire Rating. See methodology


  • 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
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013


  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DRated Plus in Dec 2014


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


  • JRated A in Jan 2016
  • FRated Plus in Feb 2016


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 3.8%
2018 -5.4% -3.8% 2.7% -0.2% -4.0%
2017 2.3% 1.9% -0.5% -0.4% 1.2%
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.