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You are here: Manager factsheet

David Moss

Threadneedle Investment Servic
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Manager profile
David Moss is a fund manager and Head of the European Equities team. From 1998-1999, he focused on UK Equity and prior to that he worked as a Fixed Interest Analyst focusing on the UK Gilt and Non-Gilt Markets. He joined the Group in 1996. David began his career in 1987 at Barclays Bank, where he worked as an Analyst on the Corporate Lending Team, working primarily with recovery situations for small to medium-sized enterprises. David graduated from the University of Loughborough in 1996 with a BSc Economics. He has obtained his ACIB and IIMR qualifications and is a member of the CFA Society of the UK.
Total return for David Moss
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
 
 
 
 
 
34-70m
 
 
 
 
 
 
 
 
 
46-82m
 
 
 
 
 
 
 
 
 
58-94m
 
 
 
 
 
 
 
 
 
70-106m
 
 
 
 
 
 
 
 
 
82-118m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Moss

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 Moss -5.8 28.8 -12.0 -5.6 5.7 16.1 13.1 6.9 6.1 27.8
Peer Group Composite -8.2 30.3 -8.8 -2.3 3.3 17.1 11.6 4.4 7.4 23.1
Over / Under 2.4 -1.5 -3.2 -3.3 2.4 -1.0 1.5 2.5 -1.3 4.7
Performance vs peer group composite: David Moss
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 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT (Lux) European Growth & Income Lead manager FO Equity - Europe inc UK since May 18 2015 to present
CT Select UK Equity Income Lead manager UT UK Equity Income since Mar 31 2017 to present
CT Select UK Equity Co-managed (deputy) UT UK All Companies since Dec 18 2020 to present
CT UK Mid-Cap Co-managed (deputy) UT UK All Companies since Dec 18 2020 to present
Funds managed previously
Fund Periods
CT (Lux) Sustainable Opportunities European Equity since Dec 11 2000 to Aug 30 2009
CT (Lux) Sustainable Opportunities European Equity since Dec 01 2012 to Oct 13 2019
BMO Inst European since Nov 01 2011 to fund close
CT Select European Equity since Nov 01 2011 to May 17 2015
BMO Institutional UK Equity since Apr 30 2015 to May 30 2018
CT UK Mid-Cap since Apr 30 2015 to May 30 2018
F&C European Absolute Return FRIP since Apr 01 2010 to fund close
CT Select UK Equity since May 31 2018 to Apr 30 2021
CT UK Mid-Cap since May 31 2018 to Apr 30 2021
CT Select European Equity since May 18 2015 to Mar 31 2017
BMO Institutional UK Equity since May 31 2018 to fund close
CT (Lux) Sustainable Opportunities European Equity since Oct 14 2019 to Oct 24 2019
CT UK High Income Trust Plc since Mar 31 2017 to Apr 01 2017
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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