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You are here: Manager factsheet

Dan Harlow

AXA IM UK
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Manager profile
Dan Harlow joined AXA IM in 2010 to manage the UK Smaller Companies fund. He worked alongside Chris St John on the UK Smaller Companies fund from 2010 until Nov 2011. In November 2011 he was appointed co-manager of the AXA Framlington American Growth Fund. Dan returned to the UK Desk as lead portfolio manager of the AXA Framlington UK Smaller Companies fund in June 2016. Prior to joining AXA IM, Dan was Head of UK equities at Montanaro Asset Management, managing UK small cap portfolios including the Montanaro UK Smaller Companies Investment Trust (obtaining a 24% cumulative outperformance of FTSE Small Cap ex IT benchmark from March 2006 to January 2010.) He was also Head of Fund Management and a Board Director. Dan graduated from the University of Southampton in 1999 with a BA (Hons) in History. He completed an MSc in International Relations in 2000.
Total return for Dan Harlow
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 : Dan Harlow

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
Dan Harlow 21.2 -6.9 -35.0 39.6 -5.3 9.2 -8.3 30.6 4.4 18.8
Peer Group Composite 20.8 -0.7 -23.3 42.4 -10.7 5.3 -3.7 25.5 6.6 5.6
Over / Under 0.4 -6.2 -11.7 -2.8 5.4 3.9 -4.6 5.1 -2.2 13.2
Performance vs peer group composite: Dan Harlow
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 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA Framlington UK Mid Cap Co-managed (deputy) UT UK All Companies since Mar 04 2011 to present
AXA Framlington UK Smaller Companies Lead manager UT UK Smaller Companies since Jun 23 2016 to present
AXA Framlington UK Equity Income Co-managed (deputy) UT UK Equity Income since Jan 01 2024 to present
AXA Lifetime Distribution Lead manager UT Mixed Investment 20-60% Shares since May 14 2024 to present
Funds managed previously
Fund Periods
AXA US Responsible Growth since Aug 17 2009 to Jul 21 2016
AXA Framlington Monthly Income since Aug 01 2022 to fund close
AXA UK Equity since Nov 01 2019 to Feb 01 2021
AXA UK Equity since Nov 19 2019 to Feb 01 2021
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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