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

Paul Black

Paul Black

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

Citywire Rating: AA rated

2014

  • DRated Plus in Dec 2014

2015

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

2016

  • JRated AAA 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 AAA in May 2017
  • JRated AAA in Jun 2017
  • JRated AAA in Jul 2017
  • ARated AAA in Aug 2017
  • SRated AAA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA 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 AA in Sep 2018
  • ORated AA in Oct 2018

Performance

Equity - Global ex US
over : 30/09/2017 - 30/09/2018
Manager Return
5 Coleen F. Barbeau 12.5%
6 Kristian Heugh 11.3%
7 Paul Black 11.2%
7 Michael Trigg 11.2%
7 Peter Hunkel 11.2%
7 Kurt Winrich 11.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 1.6% 0.9% 3.1%
2017 31.4% 10.8% 8.2% 4.3% 5.2%
2016 0.3% 0.3% 2.8% 4.5% -6.9%
2015 5.3% 5.1% 1.0% -6.3% 5.8%
2014 -0.3% 1.0% 3.0% -4.2% -0.1%
2013 5.9%

Related News

Natixis to snap up minority stake in WCM

Under the terms of the agreement, Natixis IM will acquire a 24.9% stake in WCM and become the exclusive third-party distributor for WCM’s investment strategies globally

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.