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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

Daniel Roberts

Daniel Roberts

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About Daniel Roberts

Daniel Roberts was born in Newport, South Wales in 1973 and attended the University of Warwick where he gained a BSc in Mathematics. He is ACA, IMA and CFA qualified. Daniel started his career as an auditor with PriceWaterhouseCoopers in 1994. He joined JP Morgan in 1999 as a risk manager before moving to M&G Investment Managers where he was a trainee fund manager. At the beginning of 2002 he joined Invesco as a fund manager and in 2003 joined Aviva Investors where he managed a number of funds using an income/value approach to investing. He joined Gartmore in July 2009 and currently works at Fidelity running The Global Dividend Fund. Daniel is a member of ICAEW and the CFA Institute. Outside of fund management, he lists golf, rugby, soccer and music as his main interests.

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Citywire Rating: Not Rated

2014

  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ORated Plus in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

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

2016

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

2017

  • JRated AA in Jan 2017
  • FRated A in Feb 2017
  • MRated AA in Mar 2017
  • ARated AA in Apr 2017
  • MRated AA in May 2017
  • JRated A in Jun 2017
  • JRated A in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated Plus 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
  • MNot rated in May 2018
  • JNot rated in Jun 2018
  • JNot rated in Jul 2018
  • ANot rated in Aug 2018
  • SNot rated in Sep 2018
  • ONot rated in Oct 2018

Performance

over : 30/09/2017 - 30/09/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5% 6.2% 5.3%
2017 5.9% 5.3% 0.1% -1.4% 1.9%
2016 21.3% 4.4% 8.5% 5.5% 1.5%
2015 7.9% 6.8% -7.6% -0.3% 9.6%
2014 11.8% 1.0% 2.2% 2.6% 5.5%
2013 5.2%
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.