Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

Amit Lodha

Amit Lodha

Showing manager performance in Bahrain View performance globally

About Amit Lodha

Amit Lodha graduated from the University of Mumbai with a master’s degree in commerce and economics. He joined Fidelity in 2003 as an equity analyst covering a number of sectors in the Indian market and in 2007 had responsibility for pan European natural resources stocks and commodities. In 2008 he was promoted to portfolio manager of the Global Real Asset Securities Fund. Prior to joining Fidelity, he worked as an equity analyst for Citigroup Smith Barney in India. Amit is a qualified Chartered Accountant and a CFA Charterholder.

Are you Amit Lodha?

Citywire Rating: + rated

2013

  • ANot rated 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
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated 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

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated 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
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ANot rated in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated A in Nov 2017
  • DRated Plus in Dec 2017

2018

  • JRated A in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018
  • MRated Plus in May 2018

Performance

Equity - Global
over : 30/04/2017 - 30/04/2018
Rank 4/47 Equity - Global
Manager Return
2 Daniel Roarty 16.5%
3 Jeremy Podger 15.3%
4 Amit Lodha 15.1%
5 Nicholas Horne 14.9%
5 John Baker 14.9%
5 Sandeep Bhargava 14.9%
5 Zenah Shuhaiber 14.9%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.6%
2017 26.2% 8.2% 4.0% 5.1% 6.7%
2016 9.2% 0.1% 4.0% 5.7% -0.7%
2015 -4.5% 2.5% 0.2% -10.7% 4.1%
2014 -2.4% -0.9% 5.0% -4.4% -2.0%
2013 7.7% 6.1%

Related News

Fidelity to merge away real assets fund

Investment firm announces plan to roll real asset strategy into existing global equity approach, Citywire Selector has learned.

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.