PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

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
You are here: Manager factsheet

David F Ridland

 FE fundinfo Alpha Manager
Valu-Trac Investment Managemen
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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.
Total return for David F Ridland
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David F Ridland

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
David F Ridland 8.1 2.1 -6.8 16.9 -1.3 9.5 3.3 12.0 10.3 2.9
Peer Group Composite 17.4 4.0 -12.7 36.0 -15.6 6.8 -3.3 15.5 8.3 0.4
Over / Under -9.3 -1.9 5.9 -19.1 14.3 2.7 6.6 -3.5 2.0 2.5
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
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 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
3 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
VT Castlebay UK Equity Lead manager IA UK All Companies since Jan 28 2015 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Fund Fundsmith Equity and other underperforming funds due for a resurgence By Patrick Sanders  14-Nov-2024
Group Stocks set to thrive following the UK’s Budget By Patrick Sanders  13-Nov-2024
Group Underperforming funds whose fortunes could reverse following the Budget By Patrick Sanders  11-Nov-2024
Group Absolute return fund battle: Aviva vs Janus Henderson By Matteo Anelli  09-Oct-2024
Group Should investors own several funds run by the same manager? By Matteo Anelli  26-Sep-2024
Group The perfect portfolio after the Fed’s first cut By Matteo Anelli  19-Sep-2024
Group FundCalibre’s nine cheapest active equity funds By Matteo Anelli  18-Sep-2024
Group Why this manager was ‘significantly wrong’ to underestimate Nvidia By Matteo Anelli  12-Sep-2024
Group Fund managers' highest conviction US stock picks By Patrick Sanders  06-Sep-2024
Group The only long-term laggard UK income fund back to the top of the rankings By Jonathan Jones  21-Aug-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc