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You are here: Manager factsheet

David J Smith
Janus Henderson Global Investo, Janus Henderson Investors
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Manager profile
David Smith is a Portfolio Manager on the Global Equity Income Team at Janus Henderson Investors, a position he has held since 2008. He joined Henderson in 2002, initially working in operations and progressing to the UK Equities Team, and is now part of the Global Equity Income Team.
Total return for David J Smith
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David J Smith

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 J Smith 3.2 6.6 8.1 21.3 -14.3 2.5 5.0 16.7 -3.1 10.3
Peer Group Composite 3.4 2.9 5.5 31.4 -17.1 1.2 7.6 19.0 -1.8 5.5
Over / Under -0.2 3.7 2.6 -10.1 2.8 1.3 -2.6 -2.3 -1.3 4.8
Performance vs peer group composite: David J Smith
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
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Janus Henderson Inst High Alpha UK Equity Lead manager IA UK All Companies since Jan 01 2011 to present
Janus Henderson Inst Mainstream UK Equity Trust Lead manager IA UK All Companies since Jan 01 2011 to present
Henderson High Income Trust Lead manager IT UK Equity & Bond Income since Jan 01 2014 to present
The City of London Investment Trust Co-managed (deputy) IT UK Equity Income since Feb 01 2023 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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