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You are here: Manager factsheet

David Hambidge

Premier Asset Management, Margetts Fund Management
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has, period by period, consistently managed to outperform the peer group. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
David has been with Premier since 1987 and specialises in the management of portfolios using collective investment vehicles including OEICs and investment trusts. David has been part of the original investment team that set up Premier's Fund of Funds in 1995 and was appointed lead manager in 1999, making him one of the most experienced Fund of Funds managers in the UK.
Total return for David Hambidge
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Hambidge

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 Hambidge 1.0 2.9 8.5 14.2 0.9 6.0 15.2 12.2 -1.9 6.7
Peer Group Composite 3.5 3.9 7.1 12.8 0.4 5.3 10.8 8.7 -1.9 6.5
Over / Under -2.5 -1.0 1.4 1.4 0.5 0.7 4.4 3.5 0.0 0.2
Performance vs peer group composite: David Hambidge
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
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Premier Multi-Asset Distribution Co-managed UT Mixed Investment 20-60% Shares since Feb 01 1999 to present
Premier Liberation V Co-managed UT Mixed Investment 20-60% Shares since Dec 06 2005 to present
Premier Multi-Asset Monthly Income Co-managed UT Mixed Investment 20-60% Shares since Jan 05 2009 to present
Premier Multi-Asset Absolute Return Co-managed UT Targeted Absolute Return since Dec 01 2009 to present
Premier Multi-Asset Growth & Income Co-managed UT Mixed Investment 40-85% Shares since Apr 01 2010 to present
Premier Multi-Asset Conservative Growth Co-managed UT Mixed Investment 20-60% Shares since Jul 01 2010 to present
Premier Multi-Asset Global Growth Co-managed UT Flexible Investment since Jul 01 2012 to present
Premier Liberation IV Co-managed UT Mixed Investment 20-60% Shares since Dec 01 2012 to present
Premier Liberation VI Co-managed UT Mixed Investment 40-85% Shares since Dec 01 2012 to present
Premier Liberation VII Co-managed UT Flexible Investment since Dec 01 2012 to present
Sentinel Universal Portfolio Co-managed UT Mixed Investment 40-85% Shares since Sep 30 2013 to present
Funds managed previously
Fund Periods
Premier Multi Asset Growth since Dec 03 2001 to fund close
Equity Income since Mar 15 2006 to fund close
Discovery Balanced since Mar 21 2005 to Jul 31 2010
PPM Accel Green since Oct 14 2004 to Mar 26 2009
Compass Balanced since Oct 13 2008 to fund close
Navigatio Euro Balanced since Apr 20 2007 to Apr 30 2011
Navigatio Euro Conservative since Apr 20 2007 to Apr 30 2011
Premier Provenance since Dec 12 2005 to fund close
Premier Liberation VIII since Dec 01 2012 to fund close
Hurlingham Balanced Portfolio since Jan 05 2006 to Nov 11 2008
Navigatio Sterling Balanced since Apr 20 2007 to fund close
Premier Brunel Distribution Portfolio since Mar 01 2007 to fund close
Premier Brunel Growth Portfolio since Mar 01 2007 to fund close
Nevis Conservative Portfolio since Mar 11 2013 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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