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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: AA 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
Ivy Bond Fund;A 1.5 % 3.2 -2.5 %

League Table - Rank 18/24 (3rd quartile)

rank Manager Return
16 Patrick Drum 16. Patrick Drum 1.5%
16 Phelps McIlvaine 16. Phelps McIlvaine 1.5%
18 Rick Perry 18. Rick Perry 1.5%
19 Dominick J. D’Eramo 19. Dominick J. D’Eramo 0.6%
19 Randy H. Vogel 19. Randy H. Vogel 0.6%
19 James M. Hannan 19. James M. Hannan 0.6%
19 Wilmer C. Stith III 19. Wilmer C. Stith III 0.6%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

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

Are you Rick Perry?

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