Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration 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

Bertrand Cliquet

Bertrand Cliquet

Showing manager performance in Malta View performance globally

About Bertrand Cliquet

Bertrand Cliquet is a Portfolio Manager/ Analyst on the Lazard Global Listed Infrastructure and Global Equity Franchise teams. Bertrand joined Lazard in 2004 as a European utility analyst, before becoming a founding member of the Lazard Global Listed infrastructure strategy in 2005. Prior to joining Lazard, Bertrand was a utility analyst at Goldman Sachs International in London and a merger and acquisition analyst at Deutsche Bank. He has been working in the investment field since 1999. He attained a business degree from HEC in Paris, with a major in Finance. Bertrand is fluent in both French and German.

Are you Bertrand Cliquet?

Citywire Rating: + rated

2014

  • SRated AA in Sep 2014
  • ORated AA in Oct 2014
  • NRated AA in Nov 2014
  • DRated AA in Dec 2014

2015

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

2016

  • JRated AAA in Jan 2016
  • FRated AA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AA in Jun 2016
  • JRated A in Jul 2016
  • ARated Plus in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated A 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 AA in Oct 2017
  • NRated A in Nov 2017
  • DRated A in Dec 2017

2018

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

Performance

Equity - Global
over : 31/08/2015 - 31/08/2018
Rank 19/22 Equity - Global
Manager Return
18 Lisa Vella 12.8%
19 Warryn Robertson 11.0%
19 John Mulquiney 11.0%
19 Matt Landy 11.0%
19 Bertrand Cliquet 11.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -5.1% 5.2%
2017 15.4% 10.2% 1.8% 3.8% -1.0%
2016 -5.9% -2.7% -6.8% -0.8% 4.5%
2015 15.8% 16.4% -2.5% -1.7% 3.8%
2014 27.0% 8.4% 9.2% 1.8% 5.5%
2013 6.4%

Related News

Lazard A-rated PM: high valuations have forced sector switches

Bertrand Cliquet reveals the sectors he has trimmed and those he now favours.

Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.