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

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Simon Rowe

Simon Rowe

Showing manager performance in Malta View performance globally

About Simon Rowe

Simon Rowe was born in London in 1963 and attended Trinity College, Cambridge. After obtaining his degree in history, he began his career in journalism as a staff writer for investor chronicle and then as economics editor for Radio Free Europe. In 1990, Simon joined Kleinwort Benson as a German analyst before proceeding in a similar role at Smith New Court. He subsequently spent a nine year period working simultaneously as a freelance consultant and musician. Prior to joining Henderson in 2009, Simon spent eight years as an analyst and fund manager at New Star. At Henderson, he adopts a defensive growth strategy, looking for companies with an undervalued cash flow. Rob incorporates a top-down view into his portfolio and his strategy performs best when markets are not in a period of cyclical growth.

Invests in own strategies

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Citywire Rating: AA rated

2013

  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated Plus in Nov 2013
  • DNot rated in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SRated Plus in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DRated Plus in Dec 2014

2015

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

2016

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

Performance

Equity - Europe Excluding UK
over : 30/09/2016 - 30/09/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.8% 5.9% 2.2%
2016 1.9% -3.9% -1.4% 5.1% 2.4%
2015 18.4% 19.9% -2.1% -8.6% 10.3%
2014 10.6% 2.9% 2.6% -0.2% 5.0%
2013 21.3% 9.7% -1.3% 6.5% 5.2%
2012 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 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.