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
Edwin Lugo
About Edwin Lugo
Edwin Lugo attended Columbia University where he studied Finance. He holds an MBA and the CFA designation. Edwin joined Franklin Templeton Investments in 2006 and has over 16 years of investment experience. Previously, he was with Brown Capital where he was an equity owner and vice president. He was also a vice president, research analyst, and portfolio manager with Templeton from 1996 to 2002. Edwin is a board member of the College Bound Foundation and an alumnus of the Robert A. Toigo Foundation.
Funds Managed
Citywire Rating: Not Rated
Performance
| Manager | Return | ||
|---|---|---|---|
| 47 |  |
Ollie Beckett |
6.9% |
| 47 | Rory Stokes | 6.9% | |
| 49 | Edwin Lugo | 6.9% | |
| 50 | Cristina Matti | 6.8% | |
| 51 | |
Xavier Lagrandie |
6.5% |
| 51 | |
Michel Leblanc |
6.5% |
| View full league table | |||
Total Return
Month by Month Performance
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | -4.2% | ||||
| 2017 | 21.4% | 8.8% | 5.4% | 3.8% | 2.1% |
| 2016 | -8.2% | -4.3% | -10.8% | 3.5% | 3.9% |
| 2015 | 23.3% | 22.0% | 0.3% | -2.7% | 3.6% |
| 2014 | -4.5% | 1.2% | -0.7% | -3.5% | -1.5% |
| 2013 | 4.1% | 15.5% | 6.9% |
