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

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Daniel Würmli

Daniel Würmli

Showing manager performance in Switzerland View performance globally

About Daniel Würmli

Daniel Würmli was born in Horgen, Switzerland in 1961. He started his financial training at the Swiss Business School where he studied banking, and worked as an apprentice at Credit Suisse. Daniel joined Swisscanto Asset Management in 1994 where he was a senior portfoilo manager. He moved to AIG (Switzerland) in 1998 before returning to Swisscanto AM in 2001 where he manages his funds using a 'style investing' approach. Daniel has been managing funds for over 18 years and is a Chartered European Financial Analyst and is ISMA-qualified. Outside of fund management he enjoys football and walking.

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Citywire Rating: A rated

2009

  • ARated A in Apr 2009
  • MNot rated in May 2009
  • JRated A in Jun 2009
  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SRated A in Sep 2009
  • ORated A in Oct 2009
  • NRated A in Nov 2009
  • DNot rated in Dec 2009

2010

  • JRated A in Jan 2010
  • FRated A in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JNot rated in Jul 2011
  • ARated A in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NRated A in Nov 2011
  • DRated A in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated A in Jan 2017
  • FRated Plus in Feb 2017
  • MRated Plus in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017

Performance

over : 31/05/2016 - 31/05/2017
Rank 116/246 Equity - US
Manager Return
116 Daniel Würmli 12.8%
116 Adrian Banner 12.8%
116 Vassilios Papathanakos 12.8%
116 Joseph Runnels 12.8%
116 Phillip Whitman 12.8%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 5.2%
2016 11.6% -3.6% 3.3% 3.4% 8.3%
2015 -0.8% -1.4% -3.2% -4.3% 8.5%
2014 23.1% 1.1% 5.5% 7.6% 7.3%
2013 26.6% 13.4% 1.8% 1.5% 8.0%
2012 6.4% -2.9%

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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.