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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

Jason J. Votruba

Jason J. Votruba

Showing manager performance in Switzerland View performance globally

Citywire Rating: A rated

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
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated A in Oct 2017
  • NRated AA in Nov 2017
  • DRated AAA in Dec 2017

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated AA in Jun 2018
  • JNot rated in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018

Performance

Equity - US
over : 31/08/2017 - 31/08/2018
Rank 78/272 Equity - US
Manager Return
76 Marco Schneider 20.1%
77 Andreas Scherrer 20.0%
78 Luc Bauler 20.0%
78 Derek Smashey 20.0%
78 Jason J. Votruba 20.0%
78 John Indellicate 20.0%
78 Patrick Dunkerley 20.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -2.6% 5.5%
2017 17.2% 3.3% -0.9% 6.1% 7.9%
2016 18.7% -4.2% 6.3% 4.0% 12.1%
2015 1.0% 2.8% -5.7% -1.6% 6.0%
2014 15.1% 2.0% 2.6% 4.8% 5.0%

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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.