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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

Jonathan Shapiro

Jonathan Shapiro

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

Citywire Rating: A rated

2015

  • JRated A in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated Plus in Nov 2015
  • DRated A in Dec 2015

2016

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

2017

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

2018

  • JNot rated in Jan 2018
  • FRated Plus in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MNot rated in May 2018
  • JRated Plus in Jun 2018
  • JNot rated in Jul 2018
  • ARated Plus in Aug 2018
  • SRated Plus in Sep 2018
  • ORated Plus in Oct 2018
  • NRated A in Nov 2018

Performance

over : 31/10/2017 - 31/10/2018
Rank 262/1940 Equity - Global
Manager Return
262 Jonathan Shapiro 1.5%
262 Mitchell Kovitz 1.5%
262 Joel Hirsh 1.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -3.6% 1.9% 5.6%
2017 17.1% 3.8% 1.8% 5.2% 5.5%
2016 19.8% 0.1% -0.6% 6.2% 13.3%
2015 -7.1% 1.5% -1.3% -9.8% 2.9%
2014 6.7% -0.1% 2.4% -0.4% 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.