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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Christopher Schaefer

Christopher Schaefer

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

About Christopher Schaefer

Christopher Schaefer joined Union Investment´s European equity team as portfolio manager in November 2010 where he is responsible for French, Swedish, Spanish, and Portuguese small and midcaps. From 2008 to 2009 he worked as senior Analyst at Clay Finlay in New York, leading all European investment decisions. Christopher began his career at American Century Investments in 2001, first covering US midcaps in Kansas City, then starting in 2006, as the lead European large cap analyst in New York. He earned his Master of Business Administration at the University of Arizona in 2001 and his BA in International Business at Loras College in 1999. Furthermore Christopher is a CFA Charterholder.

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Citywire Rating: AA rated

2017

  • FRated A in Feb 2017
  • MNot rated in Mar 2017
  • ARated A 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 A in Nov 2017
  • DRated A in Dec 2017

2018

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

Performance

over : 31/10/2017 - 31/10/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.4% 6.5% 0.3%
2017 13.2% 7.6% 2.4% 2.2% 0.5%
2016 0.9% -5.6% -0.5% 5.2% 2.2%
2015 17.6% 19.2% -2.6% -4.9% 6.4%
2014 1.3% 3.2% 1.8%
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.