Keyword Search

 
 search
Advanced Search »
 
 
You are here:  Trustnet     Fund managers    Manager factsheet
David Urquhart
Fidelity (FIL Investment Intl)
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Trustnet verdict
There is insufficient track record to make any judgment.
Manager profile
David joined Fidelity International Limited (FIL) in 1996 as a research analyst covering the Australian market. He also has covered bank and financial stocks in the Asia Pacific (ex-Japan) region since 1996. From 1998 to 1999, David covered regional metals, mining and steel. In 2002, he was named financial services sector leader in the Asia Pacific (ex-Japan) region, and began managing country specific funds available exclusively to overseas investors. David also has headed FIL's Korean equity investment team since 2004. Prior to joining Fidelity, David was a portfolio manager at Commonwealth Funds Management in Melbourne, Australia from 1993 to 1996. From 1990 to 1993, he was an investment analyst for Ord Minnett Securities in Sydney, Australia. David began his career as an associate at Citigroup Investment Bank in Sydney, Australia in 1986
House style: Fidelity (FIL Investment Intl)
Managers completely free of restrictions on stockpicking and portfolio construction
High degree of manager freedom with very few restrictions on stockpicking and portfolio construction imposed at a group level
Limited controls on stock selection, risk management and portfolio construction imposed at a group level.
Significant controls on stock selection, risk management and portfolio construction imposed at a group level.
Limited individual manager freedom; decisions heavily influenced by house style and taken within a rigorous top down investment process
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 performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
David Urquhart - - - - - - - - - -
Peer Group Composite - - - - - - - - - -
Over / Under - - - - - - - - - -
Performance vs peer group composite: David Urquhart
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
0 years
out of a possible 0
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 0
 
Rising markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 0
Total return for David Urquhart
Manager career performance
Discrete calendar year performance : David Urquhart

Manager career performance
Funds currently managed
Fund Sole/Co-managed Sector Periods Video
Fidelity Institutional South East Asia Sole UT Asia Pacific Excluding Japan since Jan 18 2010 to present  
Funds managed previously
Fund Periods
No previously managed funds