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You are here: Manager factsheet

David Keir
Waystone Fund Services (UK) Li
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
David joined Dundas Global Investors in 2021 from Saracen Fund Managers, where he was the CEO of Saracen Fund Managers and Co-Manager of the TB Saracen Global Income and Growth Fund. Prior to this, David worked for SWIP where he was an Investment Director on the UK Equities desk and Head of Research. David originally trained as a Chartered Accountant (CA) and is a CFA Charter holder. David also sits as an Independent member of the True Potential Investment Committee.
Total return for David Keir
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 Keir

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 Keir 24.8 -7.8 -15.7 38.2 -15.9 3.5 -3.4 13.3 28.5 0.1
Peer Group Composite 21.8 2.5 -10.7 27.3 -4.9 10.1 -0.3 11.0 23.4 4.0
Over / Under 3.0 -10.3 -5.0 10.9 -11.0 -6.6 -3.1 2.3 5.1 -3.9
Performance vs peer group composite: David Keir
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Heriot Global Smaller Companies Co-managed (deputy) UT Global since Sep 27 2021 to present
Heriot Global Co-managed UT Global since Oct 31 2023 to present
Funds managed previously
Fund Periods
WS Saracen Global Income and Growth since May 27 2014 to Dec 31 2020
Heriot Global since Jan 04 2021 to Sep 30 2023
Scottish Widows Ethical since Jan 01 2005 to Jun 30 2007
Scottish Widows UK Equity Income since Jul 01 2011 to Apr 30 2012
Aberdeen UK Equity Dividend since Feb 01 2012 to Apr 30 2012
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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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