Daniel Roberts | Fund manager factsheet | Fidelity (FIL Investment Intl)

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FE Trustnet Fund managers

Manager factsheet

Daniel Roberts
Fidelity (FIL(Luxembourg)SA), Fidelity (FIL Investment Intl)
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	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. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.

Manager profile

Daniel joined Fidelity in November 2011 and began managing the Fidelity Funds - Global Dividend Fund from its inception on 30 January 2012.Daniel began his investment career in 2001 as an equity analyst for M&G. He became a portfolio manager at Invesco in 2002, before moving to Aviva as a UK equity income portfolio manager in 2003. In 2009, he joined Gartmore where he also managed equity income funds.Daniel has a First Class Honours degree in Mathematics from the Warwick University. He is also a qualified accountant (ACA) and CFA charterholder.

FOLLOW ON FUNDSWIRE

Annualised total return over 7.3 years

+8.5%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Daniel Roberts	30.5	48.6	39.4	49.7	-
Peer Group Composite	27.9	47.4	32.7	40.4	-
Over / Under	2.6	1.2	6.7	9.3	-

Total return for Daniel Roberts

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 : Daniel Roberts

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Daniel Roberts	30.5	-	14.0	21.9	-21.6	-10.1	19.4	19.3	-	-
Peer Group Composite	27.9	-	18.5	21.7	-26.1	-11.9	20.1	17.8	-	-
Over / Under	2.6	-	-4.5	0.2	4.5	1.8	-0.7	1.5	-	-

Performance vs peer group composite: Daniel Roberts

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

Outperformed peer group composite

5 years

out of a possible 7

Overall markets

Underperformed peer group composite

2 years

out of a possible 7

Rising markets

Outperformed peer group composite

3 years

out of a possible 5

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

FF Global Dividend	Lead manager	FO Equity - International	since Jan 30 2012 to present
Fidelity Global Dividend	Lead manager	UT Global Equity Income	since Jan 30 2012 to present

Funds managed previously

Fund	Periods

Natwest Equity Income	since Apr 01 2005 to Apr 16 2009
Royal Bank of Scot Equity Income	since Apr 01 2005 to Apr 16 2009
Aviva Inv Distribution	since Aug 01 2005 to Apr 17 2009
Aviva Inv UK Equity Income	since Aug 11 2005 to Apr 17 2009
Gartmore UK Equity Income	since Jul 01 2009 to Apr 24 2011
Aviva Inv UK Income Opportunities	since Oct 01 2007 to Apr 17 2009

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