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Alan Mason

Alan Mason

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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

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2015

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  • D

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
BlackRock LifePath Index Retirement Fund;K 20.7 % 3.9 -2.7 %
State Farm LifePath Retirement Fund;Premier 18.9 % 3.9 -2.9 %

League Table - Rank 6/28 (1st quartile)

rank Manager Return
4 Jerome Clark 4. Jerome Clark 21.7%
4 Wyatt A. Lee 4. Wyatt A. Lee 21.7%
6 Amy Whitelaw 6. Amy Whitelaw 19.9%
6 Alan Mason 6. Alan Mason 19.9%
6 Claudio Marsala 6. Claudio Marsala 19.9%
6 Paul Pietranico 6. Paul Pietranico 19.9%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.1% 0.7% 1.6%
2017 10.4% 3.0% 2.2% 2.4% 2.4%
2016 5.6% 2.2% 2.1% 2.3% -1.0%
2015 -1.2% 1.8% -0.9% -3.5% 1.5%
2014 5.0% 1.7% 3.1% -1.3% 1.5%
2013 2.8%

Are you Alan Mason?

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