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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

Josef Portelli

Josef Portelli

Showing manager performance in Ireland View performance globally

About Josef Portelli

Josef Portelli joined Invesco Asset Management as a portfolio manager with responsibility for running Global funds and Absolute Return mandates denominated in Euros. Josef has official decision making responsibilities for Antipodean and Scandinavian rates and currencies. Previously, Josef worked at RBC Investment Management where he was responsible for the global bond strategy for the UK office. Prior to joining RBC, he was at ACPI Investment Managers. Josef has a degree in Accountancy and Finance from the University of Malta and was awarded the CFA designation.

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Citywire Rating: AA rated

2016

  • NRated AA in Nov 2016
  • DRated AAA in Dec 2016

2017

  • JRated AAA 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
  • SRated AA in Sep 2017
  • ORated AA in Oct 2017
  • NRated AA in Nov 2017

Performance

Bonds - Global
over : 31/10/2016 - 31/10/2017
Rank 33/80 Bonds - Global
Manager Return
32 Daniel Tassan-Din 0.8%
33 Lyndon Man 0.8%
33 Josef Portelli 0.8%
35 Timothy Haywood 0.7%
35 Daniel Sheard 0.7%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 2.2% 2.9% 0.9%
2016 1.8% 1.5% -7.1%
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.