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You are here: Manager factsheet
Daniel Hanbury
River & Mercantile Asset Mgmt
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long 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 tended to be similar in rising and falling markets.
Manager profile
Dan graduated from Loughborough University in 1996 with a 1st Class Honours Degree in Mechanical Engineering. He began his career at Schroders on the UK Fund Management desk before joining the research department for two years as an analyst in the UK Research Team. He joined Investec in 2000 and was responsible for the UK Small Companies Fund, the UK Aggressive/Unconstrained Portfolios; he was the alternate manager on the Core portfolios and had specific analyst responsibilities for Industrials and Resources stocks. Dan is primarily focused on managing our UK Equities (Core), and UK Unconstrained strategies and is also responsible for co-ordinating the quantitative analysis at River and Mercantile.
Total return for Daniel Hanbury
Manager career performance
 
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 Hanbury

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
Daniel Hanbury 29.0 1.1 9.5 30.9 -27.1 -8.7 4.4 39.9 15.5 56.2
Peer Group Composite 17.7 -2.5 15.2 36.5 -26.6 -13.1 8.4 32.8 11.2 54.9
Over / Under 11.3 3.6 -5.7 -5.6 -0.5 4.4 -4.0 7.1 4.3 1.3
Performance vs peer group composite: Daniel Hanbury
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
R&M UK Equity Unconstrained Lead manager UT UK All Companies since Mar 22 2007 to present
Funds managed previously
Fund Periods
Investec UK Smaller Companies since Jan 01 2001 to May 31 2006
R&M UK Equity Smaller Companies since Nov 30 2006 to Jun 30 2010
R&M UK Equity since Feb 25 2008 to fund close
Investec UK Alpha since Jun 01 2004 to May 31 2006
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Sector Funds to properly diversify your UK small cap exposure By Thomas McMahon  04-Apr-2013
Sector Himsworth: The risk-on risk-off era is over By Leigh Himsworth  04-Apr-2013
 
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