David Absolon

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David Absolon
Handelsbanken ACD Limited
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Manager profile

David re-joined Heartwood in 2008. He manages the Defensive investment strategy and is Co-Head of Fixed Income Research. He is also a member of the Tactical Asset Allocation team and Head of Investment Research. 2006 - 2008: Investment Strategist Barclays Wealth. 2002 - 2006: Investment Manager, Heartwood Wealth Management. 1999 - 2002: Investment Manager, Rathbone Investment Management. David holds a Bachelor of Law and a Postgraduate Diploma in Legal Practice from the University of Bristol. He is also a chartered fellow of the Chartered Institute for Securities & Investment.

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David Absolon 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 14.7 years

+2.6%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
David Absolon	9.3	-3.4	1.8	3.3	16.0
Peer Group Composite	7.1	0.4	5.8	6.2	31.0
Over / Under	2.2	-3.8	-4.0	-2.9	-15.0

Total return for David Absolon

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 Absolon

Discrete performance

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

David Absolon	9.3	-0.5	-11.3	6.3	-1.0	3.0	-1.6	2.1	4.6	5.4
Peer Group Composite	7.1	1.0	-7.2	2.3	3.3	2.7	-2.2	1.0	23.3	-0.7
Over / Under	2.2	-1.5	-4.1	4.0	-4.3	0.3	0.6	1.1	-18.7	6.1

Performance vs peer group composite: David Absolon

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