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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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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
Ivy Government Securities Fund;A -0.6 % 2.2 -3.1 %

League Table - Rank 34/45 (4th quartile)

rank Manager Return
32 Stephen C. Rogers 32. Stephen C. Rogers -0.6%
32 William Mock 32. William Mock -0.6%
34 Rick Perry 34. Rick Perry -0.6%
35 Fergus N. MacDonald 35. Fergus N. MacDonald -0.7%
35 Ritchie Tuazon 35. Ritchie Tuazon -0.7%
35 David J. Betanzos 35. David J. Betanzos -0.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/03/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.4%
2017 1.3% 0.5% 1.1% 0.1% -0.4%
2016 0.4% 2.6% 1.6% -0.2% -3.4%
2015 -0.9%

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