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

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Richard Pease

Richard Pease

Showing manager performance in Switzerland View performance globally

About Richard Pease

Formerly head of European equities at Jupiter Asset Management and then Director of European equities at Henderson, Richard Pease now runs the FP CRUX European with a stock-driven approach and a bias towards undervalued mid-cap companies. He also runs the FP CRUX European Special Situations fund. Educated at Eton, Pease went on to graduate in General Arts from Durham University.

Are you Richard Pease?

Citywire Rating: A rated

2007

  • FRated AAA in Feb 2007
  • MRated AAA in Mar 2007
  • ARated AA in Apr 2007
  • MRated AA in May 2007
  • JRated AA in Jun 2007
  • JRated A in Jul 2007
  • ARated A in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated 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

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ARated AA in Apr 2012
  • MRated AA in May 2012
  • JRated AA in Jun 2012
  • JRated AA in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AA in Jan 2013
  • FRated A in Feb 2013
  • MRated AA in Mar 2013
  • ARated AA in Apr 2013
  • MRated A in May 2013
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated AA in Sep 2013
  • ORated A in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus 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
  • JNot rated in Jun 2015
  • JRated Plus in Jul 2015
  • ANot rated in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NNot rated in Nov 2015
  • DRated Plus in Dec 2015

2016

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

2017

  • JRated A in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated A in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017

Performance

Equity - Europe Excluding UK
over : 31/07/2016 - 31/07/2017
Manager Return
30 Chady Jouni 16.8%
31 Paul Doyle 16.7%
32 Richard Pease 16.6%
32 James Milne 16.6%
34 Mark Nichols 15.7%
34 David Dudding 15.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 3.9% 6.9%
2016 1.8% -3.2% -1.6% 6.5% 0.4%
2015 6.2% 3.6% -1.1% -3.8% 7.8%
2014 7.1% 2.0% 2.1% -1.2% 4.1%
2013 23.2% 10.9% -0.5% 6.3% 5.0%
2012 4.5%

Related News

Richard Pease sues Henderson in £2.7m contract row

European equity veteran set to sue former employer in dispute over payment following departure, according to media reports.

Veteran Pease builds Chinese defence in €1.4bn Euro equity fund

Citywire + rated manager trims back stocks with strong links to EM giant over fears of valuation impact on European bets.

Richard Pease: it will be a 'disaster' if EU is too nice to Greeks

Blockbuster European equity manager is a firm believer the region will not be rocked by a Greek exit.

Pease’s blockbuster fund formally merged into new vehicle

Shareholders vote unanimously to allow long-running Henderson fund to be absorbed into new boutique venture.

Building on trust: Lombard Odier's Auchlin reveals his blueprint

Lombard Odier’s head of open architecture explains how he broke through the limits of fund selection with rock-solid results.

Top performing Euro equity manager to join Odey AM

Citywire AAA-rated Oliver Kelton set to join boutique’s investment team as part of partnership agreement.

Richard Pease leaves Henderson for new boutique

European equity veteran set to depart asset management firm to join newly-created venture.

Henderson veteran Pease softens bearish banks stance

The European equity specialist is not tempted to ride the rally but has added two banking stocks to his biggest fund.

Europe's currency could make or break the recovery

Citywire Global collates the views of three leading European equity investors to find out what impact an increasingly strong euro could have on wider recovery efforts.

Henderson moves to stem flows into Pease's European fund

Investment firm is looking slow new money entering the equity veteran's £1bn European Special Situations fund.

...more...
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.