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

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Fraser Lundie

Fraser Lundie

This manager holds an Absolute Return Rating: View performance
Showing manager performance in Luxembourg View performance globally

About Fraser Lundie

Co-head and lead credit portfolio manager Fraser Lundie joined Hermes in February 2010 and is lead manager on the Hermes range of credit strategies. Prior to this he was at Fortis Investments, where he was responsible for European high yield credit. Fraser graduated from the University of Aberdeen with an MA (Hons) in Economics, earned an MSc in Investment Analysis from the University of Stirling, and is a CFA charterholder.

Invests in own strategies

Runs institutional money

Are you Fraser Lundie?

Citywire Rating: Not Rated

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

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

2015

  • JRated Plus 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
  • MRated AA in May 2016
  • JRated AA in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NRated Plus 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
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

over : 31/10/2016 - 31/10/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.1% 1.7% 1.7%
2016 10.3% 2.0% 2.4% 4.6% 1.0%
2015 -3.2% 2.4% 0.0% -4.9% -0.6%
2014 4.2% 3.6% 3.5% -2.0% -0.8%
2013 8.3% 2.5% -0.3% 2.9% 3.1%

Related News

AAA-rated Lundie: market needs weaning off duration

Hermes IM’s Fraser Lundie reveals the biggest challenges for alternative bond strategies.

London-based firm wins $400 million global HY mandate

Hermes Investment Management wins mandate for Swedish national income pension scheme.

AAA-rated Lundie: it’s time to get tactical on energy

Hermes’ co-head of credit says avoiding basic industry has helped propel performance.

Coping in credit: what to focus on in 2017

Hermes and Pimco specialists give their outlook on the hot spots and the no go zones for credit investors in the coming year.

Hermes' Lundie: why I’m adding to EM high yield

Citywire + rated bond specialist reveals the compelling investment case behind emerging market high yield.

Three top bond managers on navigating a negative world

Market veterans and HY specialists discuss expectations for negative yields and interest rate cuts and what investors can do about it.

Hermes launches absolute return credit fund

Investment firm hands new long/short strategy to co-head of credit division and senior portfolio manager.

High yield star Lundie snaps up EM corporate debt

Citywire A-rated manager capitalises on currency weakness to throw weight behind developing world companies.

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.