Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Zbigniew Kowalczyk

Zbigniew Kowalczyk

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

About Zbigniew Kowalczyk

Zbigniew Kowalczyk is an investment adviser at AGIO Kapita Plus FIO based in Warsaw. He joined the firm in 2010 and prior to this was an investment adviser at Nordea Polska TU SA. He deals in corporate bonds, using a fundamental investment style. Zbigniew graduated from the Warsaw School of Economics with a degree in Management and outside of work he enjoys golf, shooting and chess.

Runs institutional money

Are you Zbigniew Kowalczyk?

Citywire Rating: + rated

2015

  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ARated Plus in Aug 2016
  • SNot rated 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
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

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

Performance

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 2.4%
2017 24.7% 6.3% 8.0% 2.9% 5.6%
2016 -3.4% 6.8% -5.5% 4.4% -8.3%
2015 -6.8% -5.3% 1.7% -0.2% -3.0%
2014 -10.8% 1.2% 0.7% -7.1% -5.9%
2013 -0.6% 8.2% 4.8%
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.