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sector performance

funds managed

fund total return standard deviation max drawdown
Fidelity Advisor Equity Income Fund;I 17.7 % 9.9 -11.3 %
Fidelity Advisor Series Equity-Value Fund 19.7 % 10.1 -10.3 %
Fidelity Equity-Income Fund 18.8 % 9.9 -10.9 %
Fidelity Series Value Discovery Fund;F 19.7 % 10.1 -10.3 %

League Table - Rank 108/191 (3rd quartile)

rank Manager Return
108 James Morrow 108. James Morrow 19.0%
109 Sean Reidy 109. Sean Reidy 18.8%
110 Ramona Persaud 110. Ramona Persaud 18.8%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2017)

year Annual Q1 Q2 Q3 Q4
2017 2.9% 1.3%
2016 18.1% 2.1% 3.4% 5.0% 6.6%
2015 -3.8% -0.1% 0.8% -9.0% 4.9%
2014 9.4% 2.1% 5.5% -0.7% 2.4%
2013 28.0% 11.0% 3.5% 3.7% 7.5%
2012 0.8%

Are you James Morrow?

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