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

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Richard Halle

Richard Halle

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About Richard Halle

Richard Halle graduated from the University of Natal in South Africa with a Bachelor of Commerce degree. He started his career as a securities analyst at Sedgwick Group and in 1999 he joined M&G as an investment analyst specialising in the insurance sector. Richard joined the European equities team in 2002 and became a fund manager in 2008. He is a Chartered Financial Analyst.

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Citywire Rating: + rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NRated Plus in Nov 2013
  • DNot rated 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
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DRated Plus in Dec 2014

2015

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

2016

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

2017

  • JRated Plus in Jan 2017
  • FRated A in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JNot rated in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ORated Plus in Oct 2017
  • NRated Plus in Nov 2017

Performance

Equity - Europe
over : 31/10/2016 - 31/10/2017
Rank 47/119 Equity - Europe
Manager Return
47 Richard Halle 19.3%
48 Mitchell Todd 19.1%
48 Ann M. Holcomb 19.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 5.0% 2.0% 1.4%
2016 3.6% -7.0% -3.0% 4.9% 9.4%
2015 10.1% 16.5% -1.4% -9.8% 6.2%
2014 6.8% 2.9% 3.5% 0.5% -0.3%
2013 26.1% 6.0% 0.5% 10.4% 7.3%
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.