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You are here: Manager factsheet

David Appleton

Brooks Macdonald Asset Managem
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Manager profile
David joined Brooks Macdonald in 2020 and is jointly responsible for managing the risk managed multi-asset fund solutions. Prior to this, David worked at Cornelian Asset Managers, before its acquisition by Brooks Macdonald, where he joined the investment team in 2013 and helped to develop the firm’s risk managed multi-asset fund proposition to financial advisors. He also worked for 10 years at Alder Investment Management, a London-based family office, and has 17 years’ experience in financial services. David studied Economics at the University of Edinburgh before obtaining an MSc in International Banking & Finance from Heriot Watt University. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI).
Total return for David Appleton
Discrete calendar year performance : David Appleton

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 Appleton 7.5 -1.8 -0.1 17.6 -2.2 2.4 3.6 13.9 -1.0 10.4
Peer Group Composite 7.5 -1.7 -0.8 16.5 -3.8 3.0 3.5 14.6 -1.9 10.6
Over / Under 0.0 -0.1 0.7 1.1 1.6 -0.6 0.1 -0.7 0.9 -0.2
Performance vs peer group composite: David Appleton
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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
SVS Cornelian Cautious Co-managed UT Volatility Managed since May 01 2013 to present
SVS Cornelian Defensive Co-managed UT Volatility Managed since May 01 2013 to present
SVS Cornelian Growth Co-managed UT Volatility Managed since May 01 2013 to present
SVS Cornelian Managed Growth Co-managed UT Volatility Managed since May 01 2013 to present
SVS Cornelian Progressive Co-managed UT Volatility Managed since May 01 2013 to present
SVS Cornelian Managed Income Co-managed UT Volatility Managed since Mar 20 2015 to present
SVS Cornelian Cautious RMP Co-managed UT Volatility Managed since Nov 30 2016 to present
SVS Cornelian Defensive RMP Co-managed UT Volatility Managed since Nov 30 2016 to present
SVS Cornelian Growth RMP Co-managed UT Volatility Managed since Nov 30 2016 to present
SVS Cornelian Managed Growth RMP Co-managed UT Volatility Managed since Nov 30 2016 to present
SVS Cornelian Progressive RMP Co-managed UT Volatility Managed since Nov 30 2016 to present
Funds managed previously
Fund Periods
No previously managed funds
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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