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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.

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Citywire Rating: Not Eligible

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


Equity - Global
over : 31/01/2017 - 31/01/2018
Rank 88/262 Equity - Global
Manager Return
86 Amit Lodha 11.6%
86 Junwei Hafner-Cai 11.6%
88 Simon Roberts 11.6%
89 Ilan Chaitowitz 11.5%
89 Tom Wildgoose 11.5%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 9.4% 6.7% -0.2% 2.3% 0.5%
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.