Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

sector performance

Property - Real Estate

funds managed

fund total return standard deviation max drawdown
Fidelity Advisor Real Estate Fund;I 20.3 % 14.9 -12.3 %
Fidelity Series Real Estate Equity Fund;F 21.0 % 14.9 -12.1 %

League Table - Rank 58/83 (3rd quartile)

rank Manager Return
58 Samuel Wald 58. Samuel Wald 20.7%
59 David M. Lee 59. David M. Lee 20.6%
60 Michael Gallagher 60. Michael Gallagher 19.8%
60 Rick J. Romano 60. Rick J. Romano 19.8%
60 Marc R. Halle 60. Marc R. Halle 19.8%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2017)

year Annual Q1 Q2 Q3 Q4
2017 0.5% 1.7%
2016 5.6% 5.3% 5.1% -1.9% -2.7%
2015 3.7% 5.6% -10.2% 1.6% 7.6%
2014 30.0% 9.7% 7.4% -3.3% 14.2%
2013 1.9% 7.6% -1.9% -3.0% -0.5%
2012 2.3%

Are you Samuel Wald?

We are constantly updating our comprehensive database of fund managers and their career history. If you are (or represent) Samuel Wald and would like to update or provide biographical information for this factsheet please email manager-research@citywire.co.uk