David Taylor

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Fund Performance

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Manager factsheet

David Taylor
Chelverton Asset Mgmt Ltd
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Manager profile

David is a fund manager with specialist expertise investing in companies with sub-£1bn market capitalisations. He began his career as an analyst in the research department at Wedd Durlacher, later moving into fund management in 1987 with the Merchant Navy Officers Pension Fund. He joined Gartmore Investment Limited in 1991, where he ran a combination of institutional funds and investment trusts, namely the Clydesdale Investment Trust and London & Strathclyde Trust. In 1995, he moved to LGT to manage small-cap retail funds and latterly spent nearly seven years as head of UK smaller companies at HSBC Asset Management. David joined Chelverton Asset Management in January 2006 and has co-managed MI Chelverton UK Equity Income Fund since launch and MI Chelverton UK Equity Growth (until November 2017). He also co-manages Chelverton UK Dividend Trust PLC .

FOLLOW ON FUNDSWIRE

Annualised total return over 24.1 years

+3.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
David Taylor	1.8	-5.0	-4.7	-16.7	34.8
Peer Group Composite	6.7	8.7	25.9	34.9	67.4
Over / Under	-4.9	-13.7	-30.6	-51.6	-32.6

Total return for David Taylor

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 : David Taylor

Discrete performance

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

David Taylor	1.8	-13.6	8.0	53.0	-34.8	-15.9	3.3	37.9	17.2	0.2
Peer Group Composite	6.7	-6.7	9.2	47.2	-21.3	1.3	5.7	18.2	1.0	4.0
Over / Under	-4.9	-6.9	-1.2	5.8	-13.5	-17.2	-2.4	19.7	16.2	-3.8

Performance vs peer group composite: David Taylor

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

Outperformed peer group composite

3 years

out of a possible 10

Overall markets

Underperformed peer group composite

7 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

0 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

MI Chelverton UK Equity Income	Co-managed	UT UK Equity Income	since Dec 01 2006 to present

Funds managed previously

Fund	Periods

Chelverton Growth Trust plc	since Jan 09 2006 to fund close
Chelverton UK Dividend Trust Plc	since Feb 28 2006 to Dec 31 2020
HSBC UK Smaller Companies	since Dec 01 1998 to Sep 30 2005
MI Chelverton UK Equity Growth	since Oct 20 2014 to Oct 31 2017