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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

Daniel Lenz

Daniel Lenz

Showing manager performance in Liechtenstein View performance globally

About Daniel Lenz

Daniel Lenz was born in 1974 in Switzerland and attended the University of St. Gallen where he studied Economics and Business Administration. He joined Schroders in 2000 as an analyst for the industrial and technology sector and is currently the head of Swiss equities. He has been managing funds for over six years and is a Chartered Financial Analyst. For the S Schroder ISF Swiss Equity fund, he uses an 'active, blend' approach to investing.

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Citywire Rating: A rated

2013

  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated A in Feb 2017
  • MRated Plus in Mar 2017
  • ANot rated in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated Plus in Jan 2018
  • FRated A in Feb 2018
  • MRated A in Mar 2018
  • ARated Plus in Apr 2018
  • MRated A in May 2018
  • JRated A in Jun 2018
  • JRated Plus in Jul 2018
  • ARated A in Aug 2018
  • SRated A in Sep 2018
  • ORated A in Oct 2018

Performance

Equity - Switzerland Small & Medium Companies
over : 30/09/2017 - 30/09/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.0% 4.8% 2.4%
2017 13.5% 8.3% 5.4% -2.3% 1.8%
2016 15.5% 0.6% 1.5% 8.8% 4.0%
2015 21.7% 21.1% -3.1% -6.9% 11.4%
2014 10.8% 7.3% -0.1% -1.6% 5.1%
2013 9.2%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.