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

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Tony Roberts

Tony Roberts

Showing manager performance in Switzerland View performance globally

About Tony Roberts

Tony Roberts is an equity manager at Invesco Perpetual having joined the company in 2000. Prior to joining Invesco Perpetual, Tony served as a fund manager at Clerical Medical between 1995 and 2000. Currently based in Henley-on-Thames, he holds a BSc in Mathematics from Southampton University and is a member of the CFA Society of the UK.

Invests in own strategies

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Citywire Rating: + rated

2012

  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FNot rated 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
  • ORated A in Oct 2014
  • NRated Plus in Nov 2014
  • DRated A in Dec 2014

2015

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

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017

Performance

over : 31/05/2016 - 31/05/2017
Rank 54/98 Equity - Japan
Manager Return
52 Pierre Mermod 11.8%
53 Michele Malingamba 11.5%
54 Paul Chesson 11.5%
54 Tony Roberts 11.5%
56 Ruth Nash 11.1%
56 Scott McGlashan 11.1%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 3.1%
2016 5.7% -6.9% 2.3% 3.5% 7.2%
2015 10.4% 7.7% 1.5% -7.3% 9.0%
2014 1.4% -9.3% 7.6% 4.2% -0.2%
2013 27.7% 16.0% 6.3% 1.9% 1.7%
2012 -7.8% 15.6%

Related News

Invesco's Chesson: Japan's easy gains to continue until mid-2014

The Japanese equity veteran believes Abe is irrelevant to the change in fortunes and the time to make significant gains is running out.

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.