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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

Clare Hart

Clare Hart

Showing manager performance in Jersey View performance globally

About Clare Hart

With over 22 years in the industry, Clare Hart is a managing director at JP Morgan and lead portfolio manager on the firm’s US Equity Income Fund. Hart joined JP Morgan in 1999 from Salomon Smith Barney, where she worked in the equity research division as a research associate covering Real Estate Investment Trusts. She also worked as a public accountant at Arthur Andersen, where she began her career. Hart holds a BA in political science from the University of Chicago, as well as an MSA from DePaul University and a CPA granted by the State of Illinois.

Are you Clare Hart?

Citywire Rating: Not Rated

2012

  • DRated A in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ARated A in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JNot rated in Jan 2014
  • FRated Plus in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JRated Plus in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated A in Nov 2014
  • DRated A in Dec 2014

2015

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

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated Plus in Mar 2016
  • ARated Plus in Apr 2016
  • MNot rated in May 2016
  • JNot rated 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

  • JNot rated 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
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NRated Plus in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018
  • ANot rated in Apr 2018
  • MRated Plus in May 2018
  • JRated Plus in Jun 2018
  • JRated Plus in Jul 2018
  • ARated Plus in Aug 2018
  • SRated Plus in Sep 2018
  • ONot rated in Oct 2018

Performance

over : 30/09/2017 - 30/09/2018
Rank 36/40 Equity - US
Manager Return
36 Clare Hart 10.7%
37 Ziad Abou Gergi 8.6%
38 Deborah Turner 7.6%
38 Peter Langerman 7.6%
38 David Segal 7.6%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -7.9% 7.1% 7.0%
2017 2.3% 0.5% -1.5% -1.5% 4.8%
2016 35.2% 1.2% 10.5% 5.9% 14.2%
2015 -2.3% 3.6% -5.4% -6.3% 6.3%
2014 1.3% 3.8% 11.0%

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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.