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Rick Perry

Rick Perry

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

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Rick Perry, CFA joined Ivy Investments from Aegon USA Investment Management (AUIM) where he was Head of Investment Grade Credit and a Portfolio Manager running Aegon’s Investment Grade Bond and Stable Value portfolios. Prior to joining AUIM, Rick was Director of High Yield at ING Investment Management. He also served as a high yield analyst covering a wide variety of sectors. Prior to his investment management experience, Rick worked for McGladrey & Pullen. He has over 23 years of industry experience. Rick received his BA from Central College and his MBA from the University of Iowa.

Citywire Rating: + rated

not rated

2014

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2015

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2016

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2017

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sector performance

funds managed

fund total return standard deviation max drawdown
Waddell & Reed Advisors Bond Fund;A 0.7 % 3.3 -3.3 %

League Table - Rank 12/22 (3rd quartile)

rank Manager Return
10 Vishal Khanduja 10. Vishal Khanduja 1.7%
10 Brian Ellis 10. Brian Ellis 1.7%
12 Rick Perry 12. Rick Perry 0.7%
13 Gregory Nassour 13. Gregory Nassour 0.6%
13 Scott St. John 13. Scott St. John 0.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2017)

year Annual Q1 Q2 Q3 Q4
2017 0.9% 1.7%
2016 4.0% 3.2% 2.9% 1.0% -3.0%
2015 -0.5%

Are you Rick Perry?

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