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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

Matthew Sheldon

Matthew Sheldon

Showing manager performance in Switzerland View performance globally

About Matthew Sheldon

Matthew Sheldon is a portfolio manager at KBI and is responsible for the development of investment strategy as well as the day-to-day management of the Water strategy. Matt joined the Water team in April 2011. He has extensive specialist knowledge and experience in investing in the water sector, including both global public listed equities and private equity. Prior to joining the firm, Matt worked at Water Asset Management where he was an investment analyst and at Wedge Capital Management where he was an equity analyst. Matt graduated summa cum laude from Tufts University with a BS in chemical engineering, holds an MBA in finance from Columbia Business School and is a CFA charterholder and member of the CFA Institute.

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Funds Managed
  1. KBI Water A EUR

Citywire Rating: + rated

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
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017

2018

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

Performance

Equity - Global Themes
over : 31/08/2017 - 31/08/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.0% 3.3%
2017 28.1% 7.4% 1.6% 7.2% 9.6%
2016 16.3% 1.0% 4.1% 7.9% 2.4%
2015 -11.0% -2.2% -5.7% -10.3% 7.7%
2014 10.1% 2.2% 5.6% 1.9% 0.1%
2013 8.4%
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.