PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Daniel Roberts
Fidelity International (FIL In, Fidelity International (FIL In
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Dan Roberts joined Fidelity in 2011 and has over 15 years of investment experience. He has managed the Fidelity Global Dividend and Global Enhanced Income funds since their respective launches in January 2012 and October 2013. Prior to joining Fidelity, Dan was a portfolio manager at Gartmore, where he managed their UK Equity Income Fund. Before that, he spent six years managing equity income portfolios at Aviva Investors. Dan holds a BSc (Hons) in Mathematics from Warwick University. He is also a qualified Chartered Accountant and member of the Institute of Chartered Accountants. Dan is a CFA charterholder and an Associate of the UK Society of Investment Professionals.
Total return for Daniel Roberts
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 : 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 20.2 5.0 1.4 14.0 -3.5 13.8 3.4 5.0 29.9 7.6
Peer Group Composite 18.8 3.9 -1.5 27.0 -4.9 10.1 -0.3 11.0 23.4 4.0
Over / Under 1.4 1.1 2.9 -13.0 1.4 3.7 3.7 -6.0 6.5 3.6
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
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
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 3
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 - Ethical since Jan 30 2012 to present
Funds managed previously
Fund Periods
Fidelity Global Enhanced Income since Oct 02 2013 to May 01 2022
Natwest Equity Income since Apr 01 2005 to Apr 16 2009
Aviva Inv Multi-asset Income 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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Redwheel’s Clay: I’d rather bet on designer handbags than semiconductors By Emma Wallis  22-Nov-2024
Sector Why this global equity manager has 20% in the Nordics By Patrick Sanders  21-Nov-2024
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Sector Pridham Report: Equity income gains popularity but appetite for passives wanes By Patrick Sanders  20-Nov-2024
Group Fidelity manager: There are a lot of rubbish companies in Europe; here’s how we find the good ones By Matteo Anelli  19-Nov-2024
Sector Redwheel’s Clay: Central banks will help governments to keep inflation elevated By Matteo Anelli  18-Nov-2024
Sector Almost 70% of active equity funds fall behind the market this year By Gary Jackson  18-Nov-2024
Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
Sector Has Japan’s story played out? By Patrick Sanders  11-Nov-2024
Sector Baillie Gifford’s Mathison: Don’t put your head in the sand if you underperform By Patrick Sanders  08-Nov-2024
Sector Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc