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You are here: Manager factsheet

David Osfield
EdenTree Investment Management
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Manager profile
David joined EdenTree in 2016 and leads management of the EdenTree Responsible & Sustainable Global Equity Fund, including leading EdenTree’s “Sustainable Global Equities for a Just Transition” segregated strategies, reflecting his strong advocacy and passion for sustainable and responsible investment. He began his career at Alliance Trust in 2002, where he focused on Global, Asian and European equities, latterly working with the Sustainable Futures Team. David has been a CFA Charterholder since 2007, and has a 1st class BA (hons) in Business Finance from Durham University.
Total return for David Osfield
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 : David Osfield

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 Osfield 17.5 5.1 -13.4 30.2 -4.0 7.7 -3.5 13.9 14.1 5.6
Peer Group Composite 19.3 3.7 -11.5 26.9 3.4 9.8 -1.4 13.7 14.8 4.7
Over / Under -1.8 1.4 -1.9 3.3 -7.4 -2.1 -2.1 0.2 -0.7 0.9
Performance vs peer group composite: David Osfield
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
4 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
EdenTree Responsible and Sustainable Global Equity Lead manager UT Global since Aug 15 2016 to present
EdenTree Responsible and Sustainable European Equity Co-managed (deputy) UT Europe Excluding UK since Sep 01 2016 to present
Funds managed previously
Fund Periods
EdenTree Investment Funds Amity Balanced for Charities since Sep 01 2011 to fund close
EdenTree Investment Funds Amity Global Equity for Charities since Sep 01 2016 to fund close
Alliance Trust Asia Pacific Equity since Oct 01 2010 to fund close
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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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