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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 Percella

Daniel Percella

Showing manager performance in Luxembourg View performance globally

About Daniel Percella

Daniel Percella, CFA is an executive director and an analyst on the Small Cap Active Core team at JP Morgan Asset Management. He joined the team in 2008 and prior to this was a member of the Institutional Investor-ranked Equity Research team at Bear Stearns, Bank of America and Citigroup. Daniel graduated from Georgetown University’s Walsh School of Foreign Service and is a member of the New York Society of Security Analysts and the CFA Institute.

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Citywire Rating: Not Rated

2017

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

2018

  • JRated A in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018

Performance

Equity - US Small & Medium Companies
over : 31/08/2017 - 31/08/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -3.3% 11.2%
2017 0.7% 1.5% -2.8% 0.3% 1.7%
2016 24.9% -3.3% 8.7% 3.5% 14.9%
2015 9.4% 16.8% -2.7% -9.7% 6.6%
2014 1.6% 0.9% 15.3%
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.