Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Stephen Yiu

Stephen Yiu

Showing manager performance in United Kingdom View performance globally

About Stephen Yiu

Stephen Yiu is lead manager of the CF Blue Whale Growth fund. Having started his working life in the Hargreaves Lansdown investment team, Stephen left the company in 2007 to pursue his interest in asset management. Working at New Star (now Janus Henderson), Artemis and most recently under Martin Taylor at Nevsky Capital, Stephen has gained broad and varied experience within the investment industry. Stephen Yiu set up his own fund management business in 2017 with a £25 million backing from Peter Hargreaves, the co-founder of Hargreaves Lansdown.

Invests in own strategies

Runs institutional money

Are you Stephen Yiu?

Citywire Rating: Not Eligible

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

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
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NNot rated in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated AA in Jun 2013

Performance

Equity - Global
over : 30/04/2018 - 30/04/2019
Rank 1/661 Equity - Global
Manager Return
1 Michael Lindsell 24.5%
1 Nick Train 24.5%
1 James Bullock 24.5%
1 Stephen Yiu 24.5%
5 Paul Middleton 23.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.8%
2018 8.4% -1.1% 14.4% 8.1% -11.4%
2017 2.4%

Related News

Global income chart-toppers unveil top 10 dividend stocks

Ben Peters and Chris Elliott, managers of top performing Evenlode Global Income fund, highlight 10 most sustainable dividend stocks.

Blue Whale's Yiu: key questions for underwhelming fund managers

Stephen Yiu has a dig at his fellow fund managers after strong first year on his new global equity fund.

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.