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Manager factsheet
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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 .
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Annualised total return over 24.8 years |
+3.5% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| David Taylor |
15.8 |
-20.5 |
3.1 |
-16.5 |
47.5 |
Peer Group Composite
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15.0 |
5.1 |
26.8 |
33.9 |
80.3 |
| Over / Under |
0.8 |
-25.6 |
-23.7 |
-50.4 |
-32.8 |
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Total return for David Taylor
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Discrete calendar year performance : David Taylor
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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