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

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Roger Rüegg

Roger Rüegg

Showing manager performance in Switzerland View performance globally

About Roger Rüegg

Roger Rüegg is based in Winterthur, Switzerland where he has worked at Zuercher Kantonalbank since 2011. He is a portfolio manager and business engineer responsible for the ZKB Aktien Welt enhanced global equity fund, using an active investment style. Outside of fund manager, Roger lists track and field athletics among his main interests.

Runs institutional money

Are you Roger Rüegg?

Citywire Rating: A rated

2017

  • JRated AA in Jan 2017
  • FRated AA in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated AA in Jun 2017
  • JRated AA in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017
  • DRated AA in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated A in Apr 2018
  • MRated AA in May 2018
  • JRated A in Jun 2018
  • JRated A in Jul 2018

Performance

Equity - Global
over : 30/06/2015 - 30/06/2018
Rank 55/357 Equity - Global
Manager Return
55 Roger Rüegg 40.2%
56 Mason Hawkins 40.1%
56 Staley Cates 40.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.8% 4.9%
2017 19.3% 4.7% -0.6% 6.5% 7.6%
2016 10.3% -4.2% 2.1% 5.1% 7.4%
2015 1.1% 0.1% -3.3% -4.0% 8.8%
2014 19.4% 1.0% 5.8% 4.9% 6.6%
2013 7.1%

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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.