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You are here: Manager factsheet

Daniel Roberts
Fidelity International (FIL In, Fidelity International (FIL In
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Manager profile
Dan Roberts joined Fidelity in 2011 and has over 15 years of investment experience. He has managed the Fidelity Global Dividend and Global Enhanced Income funds since their respective launches in January 2012 and October 2013. Prior to joining Fidelity, Dan was a portfolio manager at Gartmore, where he managed their UK Equity Income Fund. Before that, he spent six years managing equity income portfolios at Aviva Investors. Dan holds a BSc (Hons) in Mathematics from Warwick University. He is also a qualified Chartered Accountant and member of the Institute of Chartered Accountants. Dan is a CFA charterholder and an Associate of the UK Society of Investment Professionals.
Total return for Daniel Roberts
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Daniel Roberts

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 Roberts 11.4 4.1 7.3 20.1 -0.2 14.6 -5.1 23.0 5.7 18.3
Peer Group Composite 14.4 1.5 11.3 33.9 -10.0 8.1 -0.5 25.8 -1.1 13.0
Over / Under -3.0 2.6 -4.0 -13.8 9.8 6.5 -4.6 -2.8 6.8 5.3
Performance vs peer group composite: Daniel Roberts
How a manager matches up against their peers gives you some idea of how talented they are. 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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 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
Fidelity Global Dividend Lead manager IA Global Equity Income since Jan 30 2012 to present
Fidelity Global Dividend Lead manager FO Equity - Ethical since Jan 30 2012 to present
Funds managed previously
Fund Periods
Fidelity Global Enhanced Income since Oct 02 2013 to May 01 2022
Natwest Equity Income since Apr 01 2005 to Apr 16 2009
Aviva Inv Distribution since Aug 01 2005 to Apr 17 2009
Aviva Inv UK Listed 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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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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