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You are here: Manager factsheet

Daniel Roberts

Fidelity International (FIL In, Fidelity International (FIL In
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Daniel Roberts joined Fidelity in November 2011 as a Global Equity Income Portfolio Manager.Before joining Fidelity, Daniel specialised in UK Equity Income portfolios. After working in the finance industry for seven years, Daniel started managing portfolios at Invesco in London, where he was an institutional Portfolio Manager. He joined Aviva in 2003 and worked on the Aviva UK equity Income portfolio, Aviva Distribution fund and RBS Income funds. In 2009, Daniel joined Gartmore to manage their UK Equity Income fund and ran the portfolio until the company was acquired and restructured by Henderson. Daniel holds a BSc (Honours) in Mathematics from Warwick University and the UKSIP Investment Management Certificate. He is a Chartered Accountant and a CFA Charter-holder. He is a member of the Institute of Chartered Accountants in England and Wales (ICAEW), the CFA institute and CFA UK.
Total return for Daniel Roberts
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 : Daniel Roberts

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
Daniel Roberts 14.9 6.1 5.3 30.7 3.2 10.9 17.5 9.0 7.2 8.8
Peer Group Composite 6.1 8.5 12.9 24.9 -0.6 8.3 18.6 6.4 9.5 10.5
Over / Under 8.8 -2.4 -7.6 5.8 3.8 2.6 -1.1 2.6 -2.3 -1.7
Performance vs peer group composite: Daniel Roberts
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 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Global Dividend Lead manager UT Global Equity Income since Jan 30 2012 to present
Fidelity Global Dividend Lead manager FO Equity - International since Jan 30 2012 to present
Fidelity Global Enhanced Income Co-managed UT Global Equity Income since Oct 02 2013 to present
Funds managed previously
Fund Periods
Natwest Equity Income since Apr 01 2005 to Apr 16 2009
Aviva Inv Distribution since Aug 01 2005 to Apr 17 2009
Aviva Inv UK Listed Equity Income since Aug 11 2005 to Apr 17 2009
Gartmore UK Equity Income since Jul 01 2009 to Apr 24 2011
Aviva Inv UK Income Opportunities since Oct 01 2007 to Apr 17 2009
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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