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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

Daniel Pozen

Daniel Pozen

Showing manager performance in Finland View performance globally

Citywire Rating: A rated

2017

  • DRated AA in Dec 2017

2018

  • JRated A in Jan 2018
  • FNot rated in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018

Performance

over : 31/05/2017 - 31/05/2018
Rank 123/323 Equity - Global
Manager Return
121 Simon Barnard 7.8%
121 Jonathan Neitzell 7.8%
123 Daniel Pozen 7.6%
123 Don O'Neal 7.6%
123 Barry Crosthwaite 7.6%
123 Eric Richter 7.6%
123 Bradley J. Vogt 7.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.0%
2017 7.9% 3.6% -0.5% 2.6% 2.0%
2016 8.2% -1.0% 3.6% 2.2% 3.2%
2015 18.8% 15.0% -3.8% -1.5% 9.0%
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.