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This Fund Manager Rating is based on the Citywire Absolute Return ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance and meeting specific criteria. More information on how Ratings are calculated

Luca Montorfano

Luca Montorfano

Showing manager performance in Isle Of Man View performance globally

About Luca Montorfano

Luca Montorfano has 25 years of experience in asset management. He graduated in Economics (cum laude) from Bocconi University in Milan. Luca began his career at RAS, where he gained extensive experience in the management of equity and fixed income insurance assets. He then became head of European Equity at RAS and Deputy Head of European Equity at Allianz Pimco, where he ran mutual funds, institutional mandates and pension funds. Luca and co-manager Massimo Morchio are fundamental stockpickers and share a strong belief in value investing.

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Citywire Rating: + rated

2014

  • FRated Plus in Feb 2014
  • MRated Plus in Mar 2014
  • ARated Plus in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus 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

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

2017

  • JNot rated in Jan 2017
  • FRated Plus in Feb 2017
  • MNot rated in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017

Performance

Alternative UCITS - Long/Short Equity
over : 31/05/2016 - 31/05/2017

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 2.2%
2016 -3.6% -2.3% -0.6% 1.0% -1.8%
2015 6.5% 1.3% 1.1% 2.1% 1.8%
2014 2.9% 0.5% -1.4% 1.2% 2.6%
2013 7.4% 3.5% -0.8% 1.4% 3.2%
2012 1.3% 0.4%
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.