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

Alan Mason

Alan Mason

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
  • F
  • M
  • A
  • M
  • J
  • J
  • A
  • S
  • O

sector performance

funds managed

fund total return standard deviation max drawdown
BlackRock LifePath Index 2030 Fund;K 33.1 % 6.5 -5.6 %
State Farm LifePath 2030 Fund;Premier 30.7 % 6.4 -5.6 %

League Table - Rank 32/49 (3rd quartile)

rank Manager Return
31 Zifan Tang 31. Zifan Tang 32.7%
32 Amy Whitelaw 32. Amy Whitelaw 31.7%
32 Alan Mason 32. Alan Mason 31.7%
34 Wasif A. Latif 34. Wasif A. Latif 31.4%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.2% 1.1% 2.8%
2017 16.0% 4.6% 3.1% 3.5% 4.0%
2016 7.0% 1.6% 2.0% 3.4% -0.1%
2015 -1.5% 2.3% -0.7% -6.1% 3.3%
2014 5.6% 1.7% 3.9% -1.7% 1.8%
2013 5.0%

Are you Alan Mason?

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