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

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Jörg Philipsen

Jörg Philipsen

Showing manager performance in Chile View performance globally

About Jörg Philipsen

Jörg Philipsen was born in Stuttgart in Germany. He studied at Mannheim University & Hanken – Swedish School of Economics and Business Administration in Helsinki where he gained the diplom Kaufmann (comparable to a MBA degree). Jörg is a member of the CFA Institute. He joined UBS Global Asset Management in 2005 and was an associate portfolio manager of european small mid caps team. Between 2006 - 2011 he became a portfolio manager within the global equities team and is currently responsible for the specialist equities team. He describes his investment style as a value/defensive growth but willing to exploit all styles depending on market environment.

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Citywire Rating: Not Rated

2013

  • SRated AA in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated AA in Jan 2014
  • FRated A in Feb 2014
  • MRated AA in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated A in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus 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
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated Plus in Jan 2016
  • FRated Plus in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MRated Plus in May 2016
  • JRated Plus in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017

Performance

Equity - Germany
over : 31/05/2016 - 31/05/2017

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 7.6%
2016 -6.3% -8.6% -7.2% 6.5% 3.8%
2015 16.9% 10.4% -0.6% -0.6% 7.1%
2014 4.9% 6.1% 4.3% -7.9% 2.9%
2013 50.6% -1.2% 14.0% 14.3% 17.0%
2012 7.8%
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.