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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

Robert Penaloza

Robert Penaloza

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

Citywire Rating: AAA rated

2015

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

2017

  • JRated AAA in Jan 2017
  • FRated AAA in Feb 2017
  • MRated AAA in Mar 2017

Performance

over : 28/02/2014 - 28/02/2017

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 11.6% -0.3% 4.2% 5.4% 1.9%
2015 12.2% 12.9% -6.3% -1.5% 7.8%
2014 10.1% 2.4% 0.1% 2.5% 4.8%
2013 10.3% 6.2% -4.0% 7.5% 0.7%
2012 -3.3% 7.2% 5.3%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in AUD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.