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

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Don San Jose

Don San Jose

Showing manager performance in Finland View performance globally

About Don San Jose

Don San Jose holds a BSc in finance from the University of Pennsylvania. He has over a decade of experience in the financial industry, having started out as a research associate for ING Baring Furman Selz. He then JP Morgan in 2000 and is currently the co-lead manager on the JPM US Small and Micro Cap Fund.

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Citywire Rating: + rated

2012

  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

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

2014

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

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DNot rated in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated AA in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017
  • JRated AA in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated Plus in Oct 2017
  • NRated A in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018

Performance

Equity - US Small & Medium Companies
over : 31/03/2017 - 31/03/2018

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3%
2017 0.7% 1.5% -2.8% 0.3% 1.7%
2016 24.9% -3.3% 8.7% 3.5% 14.9%
2015 9.4% 16.8% -2.7% -9.7% 6.6%
2014 21.2% 2.5% 1.6% 0.9% 15.3%
2013 0.2% 3.2% 7.6%
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.