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La notation de ce gérant est basée sur la méthodologie de notation du secteur Citywire Long Only.

Les notations Citywire récompensent la surperformance ajustée au risque par rapport à un indice de référence choisit par Citywire. En savoir plus sur la méthodologies des calculs

Jeffrey Gundlach

Jeffrey Gundlach

Citywire Rating: + notés

2014

  • aRated AAA in août 2014
  • sRated AAA in sept. 2014
  • oRated AAA in oct. 2014
  • nRated AAA in nov. 2014
  • dRated AAA in déc. 2014

2015

  • jRated AAA in janv. 2015
  • fRated AA in févr. 2015
  • mRated AA in mars 2015
  • aRated AA in avr. 2015
  • mRated AAA in mai 2015
  • jRated AAA in juin 2015
  • jRated AAA in juil. 2015
  • aRated AAA in août 2015
  • sRated AA in sept. 2015
  • oRated AA in oct. 2015
  • nRated AA in nov. 2015
  • dRated AA in déc. 2015

2016

  • jRated A in janv. 2016
  • fRated Plus in févr. 2016
  • mNon-noté en mars 2016
  • aRated Plus in avr. 2016
  • mRated Plus in mai 2016
  • jNon-noté en juin 2016
  • jRated Plus in juil. 2016
  • aRated A in août 2016
  • sRated A in sept. 2016
  • oRated A in oct. 2016
  • nRated A in nov. 2016
  • dRated AA in déc. 2016

2017

  • jRated A in janv. 2017
  • fRated A in févr. 2017
  • mRated Plus in mars 2017
  • aRated Plus in avr. 2017
  • mRated Plus in mai 2017
  • jRated Plus in juin 2017
  • jRated Plus in juil. 2017
  • aRated Plus in août 2017
  • sRated Plus in sept. 2017
  • oRated Plus in oct. 2017
  • nRated Plus in nov. 2017
  • dRated Plus in déc. 2017

2018

  • jRated Plus in janv. 2018

Performance

sur : 31/12/2016 - 31/12/2017
Gérant Rendement total
1 Gregory Finck 4,6%
1 Neil Stone 4,6%
3 Philip Barach 1,9%
3 Jeffrey Gundlach 1,9%
5 John P. Carey -0,1%

Rendement total

Performance mensuelle

Performance trimestrielle

au 31/12/2017 Annuel T1 T2 T3 T4
2017 1,9% 0,6% 1,5% 0,4% -0,6%
2016 0,1% 1,0% 1,5% 0,5% -2,7%
2015 1,0% 1,3% -0,9% 1,5% -0,9%
2014 7,1% 2,2% 2,2% 0,8% 1,7%
2013 -1,1% 1,1% -2,4% 0,3% -0,1%

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...plus...
Citywire Discovery Source: Citywire Discovery La performance est pour la période indiquée (fin de mois à fin de mois, offre/offre, revenu brut réinvesti, calculée dans la devise indiquée)..Des portions de l'information contenue dans ce tableau ont élaborées par Citywire financière Publishers Ltd en utilisant le contenu fourni par Lipper, une entreprise Reuters