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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: Not Rated


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


  • 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
  • DRated AA in Dec 2017


  • JRated AA in Jan 2018
  • FRated A in Feb 2018
  • MRated Plus in Mar 2018
  • ANot rated in Apr 2018


Bonds - Global
over : 31/03/2017 - 31/03/2018
Rank 13/86 Bonds - Global
Manager Return
12 Paul Brain 5.0%
13 Lyndon Man 4.1%
13 Josef Portelli 4.1%
15 Yvette Klevan 3.9%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.1%
2017 6.3% 2.2% 2.9% 0.9% 0.2%
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.