Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Ian Heslop

Ian Heslop

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

About Ian Heslop

Ian Heslop was born in South Shields in the United Kingdom in the early seventies. He holds a BA in chemistry from Oxford University and a PhD in medicinal chemistry from Edinburgh University. He started his career in the financial industry in 1997 when he joined Barclays Global Investors. After three years he then joined Old Mutual Asset Management is currently head of quantitative strategies. Ian is a member of ASIP and outside of fund management he likes to unwind by playing squash and football.

Are you Ian Heslop?

Citywire Rating: AA rated


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


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


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


  • JRated AA in Jan 2016
  • FRated A in Feb 2016
  • MRated AA in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated Plus in Jul 2016
  • ARated A in Aug 2016
  • SRated A in Sep 2016
  • ORated A in Oct 2016
  • NRated A in Nov 2016
  • DRated A in Dec 2016


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


  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018


over : 28/02/2015 - 28/02/2018
Rank 20/212 Equity - US
Manager Return
19 Daniel Roarty 28.6%
20 Ian Heslop 27.1%
20 Mike Servent 27.1%
20 Amadeo Alentorn 27.1%

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 6.4% 4.6% -3.9% 1.1% 4.6%
2016 17.0% -4.8% 2.6% 4.4% 14.6%
2015 11.8% 15.5% -5.0% -8.9% 11.9%
2014 31.0% 0.8% 6.7% 9.9% 10.9%

Related News

Market neutral stars: how we played 2017’s major sector shifts

Citywire-rated PMs address the biggest opportunities and challenges the sector has offered up.

AA-rated manager’s team handed $430m US fund

Old Mutual Global Investors to insource US dividend fund to highly-rated global equities team.

OMGI hands A-rated trio’s Japan fund to new recruit

Former BlackRock manager brought on board to oversee strategy currently run by company's leading systematic team.

How to gain an edge in US equity: what investors need to know

In the second of a two part piece focused on the asset class, Citywire Selector asks top talent how to tap into one of the most world-renowned market.

Old Mutual to launch global equity income fund for star trio

New fund due to be launched over the summer will be managed by Citywire AA-rated team of Ian Heslop, Amadeo Alentorn and Mike Servent.

Veteran US equity manager steps down from Old Mutual fund

EXCLUSIVE: The news follows the restructuring of the product range over the last 18 months.

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.