Your Basket
Your Basket
There are no funds in your basket. To add funds to your basket use the Green Plus Icon wherever you see it next to a fund.
Fund name
Aberdeen American Growth  
Fidelity American  
Schroder UK Mid 250  
M&G Recovery  
Jupiter Merlin UK Growth  
Close Basket Open basket

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
Investazine
 
Poll

Would you invest in a fund managed by someone who is nearing retirement age?

Yes
No

Vote

 
You are here: Manager factsheet
David Coombs FE Alpha Manager
Rathbone Unit Trust Mgmt Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has outperformed the peer group more often than not. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
David is Head of Multi-Asset Investments for Rathbone Unit Trust Management. He lead-manages the Rathbone Multi-Asset Portfolios (Rathbone Strategic Growth, Total Return and Enhanced Growth Funds), and co-manages the Rathbone Strategic Bond Fund with Bryn Jones. He is also a member of Rathbones’ Investment Committee, with responsibility across the group for collectives and research. He also sits on Rathbones’ Strategic Asset Allocation and Collectives Research Committees.David joined Rathbones in April 2007 from Baring Asset Management, where he developed their absolute return investment process in the 1990s. Over his 20+ years’ experience in this field, David has managed unitised and segregated funds for institutional pension funds, captive insurance companies, corporate trustees and private clients including the Baring Optimum and Extended Risk funds. He joined Barings in 1988 from Hambros Bank in Guernsey, where he started his career in 1984. In 2007, David launched, and continues to manage, Rathbones' Jersey-based multi-asset funds. David is an Associate of the Chartered Institute of Bankers.
Total return for David Coombs
 
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 : David Coombs

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
David Coombs 16.1 -3.6 9.1 16.3 - - - - - -
Peer Group Composite 16.7 -10.1 7.1 11.4 - - - - - -
Over / Under -0.6 6.5 2.0 4.9 - - - - - -
Performance vs peer group composite: David Coombs
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 4
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Rathbone Strategic Bond Co-managed UT Sterling Strategic Bond since Apr 01 2007 to present
Rathbone Multi Asset Strategic Growth Portfolio Lead manager UT Unclassified since Jun 08 2009 to present
Rathbone Multi Asset Total Return Portfolio Lead manager UT Unclassified since Jun 08 2009 to present
Rathbone Multi Asset Enhanced Growth Portfolio Lead manager UT Unclassified since Aug 01 2011 to present
Funds managed previously
Fund Periods
No previously managed funds
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited 2013. All Rights Reserved.
  • Please read our Terms of Use / Disclaimer
    and Privacy and Cookie Policy.
  • Data supplied in conjunction with Thomson Financial Limited,
    London Stock Exchange Plc, StructuredRetailProducts.com
    and ManorPark.com