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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

Amit Bhartia

Amit Bhartia

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

Citywire Rating: AAA rated

2014

  • DRated A in Dec 2014

2015

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

2016

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

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated AAA in Aug 2017

Performance

over : 31/07/2016 - 31/07/2017
Manager Return
242 Lewis Kaufman 22.9%
243 Greg Mattiko 22.8%
244 Amit Bhartia 22.8%
244 Arjun Divecha 22.8%
246 Andrew Cormie 22.7%
246 Sang Hoon Lee 22.7%
246 Steven Gray 22.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 13.1% 6.0%
2016 13.8% 7.3% 2.9% 8.3% -4.8%
2015 -8.9% 3.9% -1.3% -11.0% -0.2%
2014 -0.7% -2.5% 5.4% -4.0% 0.7%
2013 3.4% 5.4% -4.5% 0.3% 2.5%
2012 7.9%
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.