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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

Norman Boersma

Norman Boersma

Showing manager performance in Switzerland View performance globally

Citywire Rating: Not Rated

2014

  • SRated A in Sep 2014
  • ORated A in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

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

Performance

over : 31/10/2016 - 31/10/2017
Rank 385/476 Equity - Global
Manager Return
383 Laura Trost 18.3%
383 Daniel Kienle 18.3%
385 Tucker Scott 18.2%
385 Norman Boersma 18.2%
385 James Harper 18.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% -0.7% 4.0%
2016 8.6% -5.9% -0.3% 6.1% 9.1%
2015 -6.9% -1.6% -4.1% -7.3% 6.2%
2014 8.4% 2.0% 2.4% 2.7% 1.2%
2013 26.1% 9.8% 2.3% 5.5% 6.5%

Related News

Global equity CIO: how to avoid the market’s most crowded trades

Franklin Templeton's Norman Boersma urges value investors to look for bargains outside of income-orientated and growth-focused sectors.

Energy and EMs topping €6.8bn global equity manager’s buy-list

After a market pullback in October, Citywire + rated Norman Boersma has identified areas where he thinks he can pounce on weakness.

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.