Robertson, Simon Manwaring 駱耀文

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Organisation From Until Service
years
Total
Return
CAGR
total
return
CAGR
relative
return
1 BB&R SPIRITS LIMITED 1998-06-01 2006-04-01 7.83  
2 Berry Bros. & Rudd Limited -  
3 BERRY BROS. & RUDD LIMITED (GBEN) 2005-07-21 2018-04-12 12.73  
4 BYHIRAS GROUP LIMITED 2016-02-15 8.29  
5 CARILLION JM LIMITED 1998-05-14 -  
6 COMMERZBANK FINANCE LIMITED 1997-02-28 -  
7 COMMERZBANK HOLDINGS (UK) LIMITED 1997-02-28 -  
8 ECONOMIST NEWSPAPER LIMITED(THE) 2005-07-28 2017-07-18 11.97  
9 FF&P 2004 INVESTOR 21 LLP 2005-03-30 2013-06-07 8.19  
10 FRIENDS OF COVENT GARDEN (THE) 2005-12-12 2012-07-31 6.63  
11 GOLDMAN SACHS INTERNATIONAL 1999-06-04 2001-11-19 2.46  
12 * HSBC HOLDINGS PLC 2006-01-03 2016-04-22 10.30 -25.58% -2.83% -9.08%
13 IMMODULON THERAPEUTICS LIMITED 2015-05-20 9.03  
14 INCHCAPE PLC 1996-05-21 2005-05-12 8.97  
15 INTERNATIONAL FINANCIAL SERVICES LONDON 2002-01-03 2007-02-28 5.15  
16 INVENSYS INTERNATIONAL HOLDINGS LIMITED 1997-03-06 2003-01-31 5.91  
17 INVENSYS LIMITED 1999-02-04 2005-01-19 5.96  
18 LEGION D'HONNEUR UK CHAPTER LIMITED 2017-01-17 2023-07-11 6.48  
19 LONDON STOCK EXCHANGE PLC 1998 2001 3.00  
1998-07-09 2001-03-20 2.70  
20 MANRESA ROAD RESIDENTS MANAGEMENT ASSOCIATION LIMITED 2018-04-19 6.11  
21 NEWSHORE PARTNERS LIMITED 2012-01-25 2014-05-15 2.30  
22 ROLLS-ROYCE GROUP LIMITED 2004-11-05 2011-05-23 6.54  
23 ROLLS-ROYCE HOLDINGS PLC 2011-02-23 2013-05-02 2.19  
24 ROLLS-ROYCE PLC 2004-11-05 2013-05-02 8.49  
25 ROYAL OPERA HOUSE COVENT GARDEN FOUNDATION 2002-03-01 2012-07-31 10.42  
26 ROYAL OPERA HOUSE FOUNDATION (THE) 2003-11-25 2012-07-31 8.68  
27 SIMON ROBERTSON ASSOCIATES LLP 2005-03-30 19.17  
28 SIMON ROBERTSON LIMITED 2005-03-24 2021-04-06 16.04  
29 SOMERSET CAPITAL MANAGEMENT LLP 2007-09-30 2014-03-31 6.50  
30 ST PAUL'S CATHEDRAL FOUNDATION 2000-09-28 2005-05-20 4.64  
31 THE EDEN TRUST 2002-07-16 2015-03-31 12.71  
32 TROY ASSET MANAGEMENT LIMITED 2012-05-08 2024-03-19 11.86  
33 UNIVERSAL SPECIALISTS LIMITED 2001-05-31 2011-03-31 9.83  
Average -2.83% -9.08%

* = is or was HK primary-listed

Total returns are measured from the latest of the start date, the appointment date and 3-Jan-1994 until the earliest of the end date, the resignation/removal date and the last trading date. CAGR is the annualised return and is not shown for periods under 180 days. Relative returns are to the Tracker Fund of HK (2800), starting from the latest of 12-Nov-1999, the appointment date and the chosen start date.


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