David F Ridland

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Fund Performance

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David F Ridland
Valu-Trac Investment Managemen
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Manager profile

David is the Fund Manager and founding Partner of Castlebay. He was a fund manager at Ignis Asset Management for 11 years, initially covering Japanese equities before moving to the UK desk in 2002 managing institutional and retail investment mandates. On 15th September 2008 David joined Barclays Wealth where he managed Scottish Charities and the large segregated portfolios until he left to establish Castlebay at the start of 2013.

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David F Ridland is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 9.9 years

+6.3%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
David F Ridland	11.0	9.7	22.9	46.7	-
Peer Group Composite	15.1	12.2	22.3	31.8	-
Over / Under	-4.1	-2.5	0.6	14.9	-

Total return for David F Ridland

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

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : David F Ridland

Discrete performance

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

David F Ridland	11.0	-0.1	-1.1	7.2	5.3	15.4	3.4	11.6	10.1	1.6
Peer Group Composite	15.1	0.8	-3.4	17.1	-6.2	12.1	-3.8	15.0	6.6	1.3
Over / Under	-4.1	-0.9	2.3	-9.9	11.5	3.3	7.2	-3.4	3.5	0.3

Performance vs peer group composite: David F Ridland

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