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

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José Berros

José Berros

Showing manager performance in Switzerland View performance globally

About José Berros

Jose Berros was born in Casablanca, Morocco. He studied in France at the Université des Sciences Economiques where he graduated with an MA in finance. He started at Ernst & Young as an auditor, and then moved to Banque du Louvre (HSBC) where he managed a private equity venture fund. In 2005 he joined Financière de l’Echiquier and took charge of the Echiquier Neteor (merged with Echiquier Junior in November 2008) and 123 Convictions. Outside of fund management he likes to unwind by playing tennis and listening to music.

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Citywire Rating: AA rated

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
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated 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 A 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 A in May 2017
  • JRated A 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 - European Small & Medium Companies
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 8.5% 9.7% 10.0%
2016 -0.3% -5.3% -1.3% 5.1% 1.5%
2015 13.4% -0.6% 3.2% 2.0% 8.4%
2014 -3.5% 1.8% -2.6% -6.2% 3.8%
2013 26.2% 10.1% 3.7% 5.0% 5.3%
2012 6.9%
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.