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

Benjamin Stone

Benjamin Stone

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

About Benjamin Stone

Benjamin Stone is a graduate of Durham University. He started his investment career over 15 years ago when he spent nine years as an analyst at Schroders. He left Schroders in 2005 and joined MFS where he currently runs the MFS Meridian European and Global Value funds. Outside of work Benjamin enjoys golf, tennis, chess and rugby.

Are you Benjamin Stone?

Citywire Rating: + rated

2011

  • MNot rated in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated AA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AA in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A in May 2012
  • JRated AA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A 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 A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

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

2015

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

2016

  • JRated AA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AA in May 2016
  • JRated AAA in Jun 2016
  • JRated AAA in Jul 2016
  • ARated AAA in Aug 2016
  • SRated AAA in Sep 2016
  • ORated AAA 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 AA in Aug 2017
  • SRated AA in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018
  • JRated AA in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018
  • ORated Plus in Oct 2018

Performance

over : 30/09/2017 - 30/09/2018
Rank 25/801 Equity - Europe
Manager Return
23 Pierre Lamelin 9.9%
24 Ben Ritchie 9.9%
25 Benjamin Stone 9.6%
25 Pablo de la Mata 9.6%
27 Nicolas Levrier 9.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.4% 6.5% 2.2%
2017 14.7% 6.9% 2.6% 0.4% 4.2%
2016 -0.3% -2.6% 1.3% 3.7% -2.6%
2015 14.8% 15.5% -3.6% -3.0% 6.2%
2014 12.9% 1.6% 3.4% 2.6% 4.7%
2013 4.4%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in EUR)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.