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You are here: Manager factsheet

Danny Fox

RLUM (CIS) Ltd
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has underperformed the peer group more often than not. Poor stockpicking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Danny took over management of the Corporate Bond Income Trust in 2009, having previously managed corporate bond portfolios and a range of retail and income funds for Rothschild AM and later Insight Investment. He has been in the industry since 1993.
Total return for Danny Fox
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Danny Fox

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Danny Fox -1.2 13.3 2.8 4.5 18.1 -17.8 -5.2 0.7 5.5 3.7
Peer Group Composite 1.0 11.0 6.9 4.4 24.5 -12.1 -3.5 0.6 6.3 5.1
Over / Under -2.2 2.3 -4.1 0.1 -6.4 -5.7 -1.7 0.1 -0.8 -1.4
Performance vs peer group composite: Danny Fox
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CIS Corporate Bond Income Lead manager UT Sterling Corporate Bond since Mar 01 2009 to present
Funds managed previously
Fund Periods
Cler Med Income since Mar 01 1999 to Mar 01 2009
Insight Investment Sterling Corporate Bond since Jul 01 2005 to Jan 31 2009
Halifax Corporate Bond since Aug 01 2005 to Feb 28 2009
Insight Monthly Income Bond since Aug 01 2005 to Jan 31 2009
Insight Foundation Income since Jun 01 2005 to fund close
 
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