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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

Alison Shimada

Alison Shimada

Showing manager performance globally. You can view performance in individual jurisdictions.

About Alison Shimada

Alison Shimada is a senior equity analyst and portfolio manager at Wells Fargo Asset management. She joined the firm in 2003 and previously, was an investment officer at UG Regents. She graduated from the University of California at Berkeley, Harvard Business School with a degree in Political Economics and outside of work lists music among her interests.

Invests in own strategies

Runs institutional money

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Citywire Rating: Not Rated

2014

  • DRated A in Dec 2014

2015

  • JRated AA in Jan 2015
  • FRated A in Feb 2015
  • MRated A in Mar 2015
  • ARated A in Apr 2015
  • MRated AA in May 2015
  • JRated AA 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 A in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JRated A in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated 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

Performance

over : 31/08/2017 - 31/08/2018
Manager Return
291 Nicolas Meusburger -2.7%
291 Thomas Graf -2.7%
293 Alison Shimada -2.7%
294 Richard Thies -2.8%
294 Chad Cleaver -2.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 3.2% -10.8%
2017 25.0% 10.4% 2.5% 4.7% 5.5%
2016 5.3% 3.8% 0.2% 5.3% -3.9%
2015 -10.0% 0.7% 2.8% -14.9% 2.1%
2014 1.3% -0.6% 7.1% -1.8% -3.1%
2013 0.3%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.