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You are here: Manager factsheet

Simon Davies
Royal London Asset Mgmt (IRL), RLUM (CIS) Ltd
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Manager profile
Simon joined the team as a Trainee Fund Manager in January 2019 following a successful one year secondment. He joined Royal London Asset Management’s investment support team in August 2013 after completing a BSc in Economics from Loughborough University. Simon’s responsibilities cover supporting both passive and active systematic funds and improving systems and infrastructure across the desk. Simon is a CFA charter holder.
Total return for Simon Davies
Manager career performance
Discrete calendar year performance : Simon Davies

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
Simon Davies - - - - - - - - - -
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Performance vs peer group composite: Simon Davies
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.
 
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Outperformed peer group composite
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Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London US Equity Co-managed FO Equity - USA since Apr 29 2024 to present
Royal London US Growth Trust Co-managed UT North America since Apr 29 2024 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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