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You are here: Manager factsheet

Dave Chappell

Threadneedle Investment Servic, Omnis Investments Ltd
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Manager profile
Dave Chappell is a Senior Portfolio Manager in the interest rate and currency team within Fixed Income and is at the core of US and UK rate and economic forecasting for the company. Dave manages a broad range of US and UK fixed income mandates for numerous insurance companies. He also manages a number of global government portfolios.Dave joined the company in 1997 when Scudder Investments became part of Threadneedle Asset Management Limited. He joined Scudder Investments as a fixed income dealer, and in 1997 became an Insurance Asset Portfolio Manager.He started his career in 1987 at Royal Bank of Scotland as an Operations Supervisor before moving to Irving Trust company as an Operations Manager.
Total return for Dave Chappell
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 : Dave Chappell

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
Dave Chappell -21.1 0.8 -0.3 13.9 -1.9 -2.9 21.7 6.4 2.2 3.4
Peer Group Composite -20.2 1.6 0.8 13.2 -1.2 -1.4 20.0 3.9 3.5 6.0
Over / Under -0.9 -0.8 -1.1 0.7 -0.7 -1.5 1.7 2.5 -1.3 -2.6
Performance vs peer group composite: Dave Chappell
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
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT Global Bond Co-managed UT Global Bonds since Jun 01 2010 to present
CT Sterling Bond Lead manager UT UK Gilts since Oct 01 2014 to present
CT UK Index Linked Lead manager UT UK Index Linked Gilts since Oct 01 2014 to present
CT UK Fixed Interest Lead manager UT UK Gilts since Dec 09 2016 to present
Omnis UK Gilt Lead manager UT UK Gilts since Sep 29 2018 to present
Funds managed previously
Fund Periods
Threadneedle (Lux) Global Dynamic Real Return since Sep 01 2009 to Nov 30 2015
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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