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

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Marcus Ratz

Marcus Ratz

Showing manager performance in Luxembourg View performance globally

About Marcus Ratz

Marcus Ratz is partner at Lupus alpha, responsible for small and mid caps pan-Europe. He has over 15 years of capital market experience and started working at Lupus alpha as a portfolio manager in 2001. At the beginning of his career at Lupus alpha, he focused on German small and mid cap technology stocks; the responsibility later extended to the Euro-area as well as the European Union. He is jointly responsible for the Lupus alpha Dividend Champions. Marcus Ratz started his professional career after graduating in business administration as a trainee in investment banking at Commerzbank in Frankfurt.

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Citywire Rating: A rated

2015

  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated Plus in Feb 2016
  • MRated A in Mar 2016
  • ANot rated in Apr 2016
  • MRated A in May 2016
  • JRated AA 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

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

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated A in May 2018
  • JRated AA in Jun 2018
  • JRated A in Jul 2018

Performance

Equity - EuroZone Small & Medium Companies
over : 30/06/2017 - 30/06/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.5% 1.6%
2017 23.5% 9.8% 5.0% 6.2% 0.9%
2016 4.8% -5.5% -3.7% 10.0% 4.8%
2015 30.6% 21.7% 1.7% -5.6% 11.7%
2014 2.4% 7.3% 0.2% -5.6% 1.0%
2013 13.5% 10.5%
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.