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
 
 
Poll

Have you been allocating more to cash or equities, given signs of rising risks?

Cash
Equities

Vote

 
You are here: Manager factsheet

Dan Ison

Threadneedle Inv Services Ltd, Threadneedle (Lux)
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. Stockpicking has made a contribution to results, which have tended to be relatively better in a rising market.
Manager profile
Dan Ison joined Threadneedle in 2007 as Head of Pan European Equities and manages the Threadneedle (Lux) Pan European Equities Fund. He started his career with Baring Asset Management in 1994 as a Director/Fund Manager and then moved to Beaumont Capital/Schroders in 2001 as a Partner/Director. Prior to joining Threadneedle he was a Partner at Clareville Capital. Dan graduated in 1994 from the University of Oxford with a BA in Chemistry. He holds the Investment Management Certificate (IMC).
Total return for Dan Ison
 
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 : Dan Ison

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
Dan Ison 0.5 35.9 -9.3 17.2 23.4 -11.6 -8.8 - - -
Peer Group Composite 3.1 31.5 -8.4 11.5 13.6 -12.9 -8.6 - - -
Over / Under -2.6 4.4 -0.9 5.7 9.8 1.3 -0.2 - - -
Performance vs peer group composite: Dan Ison
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
4 years
out of a possible 7
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 7
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle Pan European Focus Lead manager UT Europe Including UK since Sep 01 2007 to present
Threadneedle Pan European Equities Lead manager FO Equity - Europe inc UK since Sep 30 2009 to present
Threadneedle Pan European Equity Dividend Lead manager UT Europe Including UK since Jun 01 2014 to present
Funds managed previously
Fund Periods
Threadneedle Pan European Equity Dividend since Jan 01 2011 to May 31 2014
Threadneedle Pan European Equity Dividend since Aug 01 2010 to Dec 31 2010
 
  • Stay connected with FE trustnet
  • Authorised and Regulated by the
    Financial Conduct Authority
  • © Trustnet Limited . 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