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

Scott Offen

Scott Offen

i

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

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

More information on how Ratings are calculated

Citywire Rating: + rated

not rated

2014

  • J
  • A
  • S
  • O
  • N
  • D

2015

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2016

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2017

  • J
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O
  • N
  • D

2018

  • J

sector performance

Equity - Equity Income Funds

funds managed

fund total return standard deviation max drawdown
Fidelity Equity Dividend Income Fund 28.9 % 9.5 -9.1 %

League Table - Rank 94/199 (2nd quartile)

rank Manager Return
92 Nikolaus Kaiser 92. Nikolaus Kaiser 29.2%
92 Scott Klimo 92. Scott Klimo 29.2%
94 Scott Offen 94. Scott Offen 28.9%
95 Elizabeth H. Mallette 95. Elizabeth H. Mallette 28.8%
95 Joseph R. Rydzynski 95. Joseph R. Rydzynski 28.8%
95 Christopher F. Petrosino 95. Christopher F. Petrosino 28.8%
95 Michael J. Magiera 95. Michael J. Magiera 28.8%
View full league table

Total Return

Month by Month Performance

Quarterly (to 31/12/2017)

year Annual Q1 Q2 Q3 Q4
2017 14.1% 2.5% 1.9% 3.6% 5.4%
2016 15.9% 1.7% 4.5% 2.7% 6.3%
2015 -2.5% 0.1% -0.4% -7.3% 5.4%
2014 11.6% 1.3% 5.8% -0.9% 5.0%
2013 29.1% 11.3% 2.7% 3.4% 9.2%

Are you Scott Offen?

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