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You are here: Manager factsheet

Dan Ison

Threadneedle (Lux), Threadneedle Inv Services Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a fairly lengthy track record, the manager has, period by period, consistently managed to outperform the peer group. Stockpicking has made a contribution to results, which have tended to be relatively better in a falling market.
Manager profile
Dan Ison joined the company in 2007 as a Senior Portfolio Manager within the European equities team. He manages the Threadneedle Pan European Dividend Fund, the Threadneedle (Lux) Pan European Fund and the Columbia European Equity Fund, as well as a number of institutional portfolios. In 2015, Dan took on additional responsibilities as the global lead for client portfolio management for large institutional, sovereign wealth and GFI clients across the company’s equity businesses. He started his career with Baring Asset Management in 1994 as an equity portfolio manager and then moved to Beaumont Capital / Schroders in 2001 as a Partner / Director. Before joining the company, he was a Partner at Clareville Capital. Dan holds a degree in chemistry from the University of Oxford. He holds the Investment Management Certificate.
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
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 7.1 17.3 16.8 -4.4 15.8 45.1 -27.4 -3.1 - -
Peer Group Composite 5.6 14.7 16.0 -7.7 7.7 45.6 -30.5 -3.2 - -
Over / Under 1.5 2.6 0.8 3.3 8.1 -0.5 3.1 0.1 - -
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
7 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Threadneedle (Lux) Pan European Equities Lead manager FO Equity - Europe inc UK since Sep 01 2009 to present
Threadneedle Pan European Equity Dividend Lead manager UT Europe Including UK since Jun 01 2014 to present
Threadneedle Pan European Focus Co-managed (deputy) UT Europe Including UK since Sep 01 2014 to present
Funds managed previously
Fund Periods
Threadneedle Pan European Focus since Sep 01 2007 to Aug 31 2014
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