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

Susan Round

Susan Round

Showing manager performance in United Kingdom View performance globally

About Susan Round

Susan Round controls a significant amount of assets for EdenTree Investment Management across a wide range of sectors. Funds under her jurisdiction include the ethically screened Amity unit trust, which invests in British companies and is open to individuals, corporate bodies and charitable groups. Round is also responsible for the the UK Equity Growth fund. For this fund she targets growth companies.

Are you Susan Round?
Funds Managed
  1. EdenTree Amity UK A

Citywire Rating: Not Rated

2002

  • SRated A in Sep 2002
  • ORated A in Oct 2002
  • NRated AA in Nov 2002
  • DRated AA in Dec 2002

2003

  • JRated AA in Jan 2003
  • FRated AA in Feb 2003
  • MRated A in Mar 2003
  • ARated AA in Apr 2003
  • MRated AA in May 2003
  • JRated A in Jun 2003
  • JRated A in Jul 2003
  • ARated A in Aug 2003
  • SRated A in Sep 2003
  • ORated A in Oct 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 A in Dec 2004

2005

  • JRated A in Jan 2005
  • FRated A in Feb 2005
  • MRated A in Mar 2005
  • ARated A in Apr 2005
  • MNot rated in May 2005
  • JNot rated in Jun 2005
  • JNot rated 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
  • MNot rated in Mar 2006
  • ANot rated in Apr 2006
  • MNot rated in May 2006
  • JNot rated in Jun 2006
  • JNot rated in Jul 2006
  • ANot rated in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JNot rated in Jan 2007
  • FNot rated in Feb 2007
  • MNot rated in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SRated A in Sep 2007
  • ORated A in Oct 2007
  • NRated A in Nov 2007
  • DRated A in Dec 2007

2008

  • JRated A in Jan 2008
  • FRated A in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated 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
  • JNot rated 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
  • JRated A 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
  • ARated A in Apr 2012
  • MNot rated in May 2012
  • JRated A in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated AA in Apr 2013
  • MRated AA in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated AA 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 AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AA in Apr 2014
  • MRated AA in May 2014
  • JRated AA in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated A in Sep 2014
  • ORated Plus in Oct 2014
  • NRated A in Nov 2014
  • DRated AA in Dec 2014

2015

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

2016

  • JRated AA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AA in Mar 2016
  • ARated AA in Apr 2016
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus 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
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SNot rated in Sep 2017
  • ORated Plus in Oct 2017
  • NNot rated in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated 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

Equity - UK (All Companies)
over : 31/03/2018 - 31/03/2019
Manager Return
153 Jamie Seaton -0.1%
154 David Cumming -0.2%
155 Susan Round -0.3%
156 Philip Wolstencroft -0.3%
157 Rupert Fleming -0.4%
157 Mark Boucher -0.4%
157 John Baker -0.4%
157 Jonathan Ingram -0.4%
157 Blake Crawford -0.4%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.0%
2018 -12.9% -4.8% 7.0% -1.5% -13.2%
2017 11.9% 4.1% 3.6% 1.5% 2.2%
2016 3.6% -1.7% -3.9% 8.7% 0.9%
2015 7.6% 5.1% 2.8% -3.9% 3.6%
2014 -1.0% -1.8% 5.1%

Related News

The fund managers boosted by Shire bid

Takeover interest from Japan's Takeda sends pharmaceutical group to top of the FTSE 100, boosting fund manager backers.

Sue Round: my 30 years as a female fund manager

Sue Round is one of the UK's more successful women fund managers, recently celebrating her 30-year anniversary managing the Amity UK fund. She says more still needs to be done to unlock latent female talent.

The fund managers hit by Carillion's collapse

Fund managers had been dumping Carillion's stock in their droves last year, but some were still hit by today's collapse.

EdenTree hires RWC director to run UK equity fund

Philip Harris has been hired to replace AAA-rated Andrew Jackson who left in May.

Ecclesiastical to rebrand as EdenTree Investment Management

Ecclesiastical Investment Management is to rebrand to EdenTree Investment Management from 6 July.

AAA-rated Ecclesiastical UK star exits firm

Andrew Jackson, the Citywire AAA-rated manager of the Ecclesiastical UK Equity Growth, is to leave the firm.

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.