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You are here: Manager factsheet

Dan Ison
Threadneedle Management Luxemb
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Manager profile
Dan Ison joined the company in 2007 as a senior portfolio manager within the European equities team. He jointly manages Threadneedle (Lux) Pan European ESG Equities, and manages a number of institutional portfolios.He started his career with Baring Asset Management in 1994 as an equity portfolio manager and moved to Beaumont Capital (later acquired by Schroders) in 2001 as a Partner / Director; he was then a Partner at Clareville Capital.Dan holds a degree in chemistry from the University of Oxford. He holds the Investment Management Certificate.
Total return for Dan Ison
Manager career performance
Discrete calendar year performance : Dan Ison

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 Ison 12.9 4.0 2.3 35.3 -5.5 -1.0 3.0 18.5 -5.6 6.1
Peer Group Composite 9.7 4.8 5.0 34.5 -11.6 0.1 3.2 20.3 -1.7 5.5
Over / Under 3.2 -0.8 -2.7 0.7 6.1 -1.1 -0.2 -1.8 -3.9 0.6
Performance vs peer group composite: Dan Ison
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
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT (Lux) Pan European ESG Equities Co-managed FO Equity - Europe inc UK since Sep 01 2009 to present
Funds managed previously
Fund Periods
CT Pan European Focus since Sep 01 2007 to Aug 31 2014
CT (Lux) Pan European Equity Dividend since Jan 01 2011 to May 31 2014
CT (Lux) Pan European Equity Dividend since Jun 24 2014 to Aug 31 2015
Columbia Threadneedle (Lux) Sustainable Outcomes Pan-European Equity since Dec 10 2021 to fund close
CT (Lux) Pan European Equity Dividend since Apr 01 2019 to Nov 30 2019
CT (Lux) Pan European Equity Dividend since Aug 01 2010 to Dec 31 2010
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector The experts’ perfect fund pairings for investing in Europe By Jean-Baptiste Andrieux  15-Mar-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.

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