Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Simon Roberts

Simon Roberts

Showing manager performance in Belgium View performance globally

About Simon Roberts

Simon Roberts' impressive performance shows that a degree in economics is not necessary to become a successful fund manager. He graduated in Metallurgy from Oxford in 1985 and went on to work for some of the City's top investment firms, including Fidelity, where he became a senior portfolio manager, and Schroders, where he was head of research. He joined Lazard in 1999 rose through the ranks to become head of UK equities, and then worked at BlueCrest Capital and NewSmith Capital Partners before joining BNP Paribas Investment Partners in February 2015 where he is now CIO of global equities in London.

Are you Simon Roberts?

Citywire Rating: Not Eligible

Simon Roberts does not currently have the required track record to be eligible for a Citywire Rating. See methodology

Performance

Equity - Global
over : 31/08/2016 - 31/08/2017
Rank 113/248 Equity - Global
Manager Return
111 Henri Fournier 8.3%
112 Mark Beveridge 8.2%
113 Olaf Martin 8.2%
113 Simon Roberts 8.2%
115 Hilary Natoff 8.2%
115 Aneta Wynimko 8.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.7% -0.2%
2016 4.5% -5.4% 1.6% 5.1% 3.4%
2015 -0.7% -14.1% 7.1%

Related News

BNP Paribas IP set to merge pair of global equity funds

Paris-based group opts to bring together strategies run by the same portfolio manager to improve efficiency, Citywire Global can reveal.

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.