David Katimbo Mugwanya

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Manager factsheet

David Katimbo Mugwanya
EdenTree Investment Management
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Manager profile

David leads on EdenTree’s Responsible & Sustainable fixed income strategies, including the Sterling Bond, the Short Dated Bond and the Global Impact Bond Funds. David joined EdenTree in 2015 and possesses over a decade of investment expertise across sovereigns, corporate debt and money markets. His previous experience at Epworth Investment Management saw him managing fixed income portfolios via designated mandates as well as bespoke solutions. Along with a BSc. Economics degree from the University of Essex, David is a CFA Charterholder. David is a member of the London Stock Exchange’s Primary Markets Group, an advisory group to the LSE on all matters affecting primary capital markets.

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Annualised total return over 13.2 years

+3.9%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
David Katimbo Mugwanya	8.7	-1.9	1.2	5.7	31.1
Peer Group Composite	9.5	-3.3	5.3	12.9	39.0
Over / Under	-0.8	1.4	-4.1	-7.2	-7.9

Total return for David Katimbo Mugwanya

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

48-84m

Discrete calendar year performance : David Katimbo Mugwanya

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

David Katimbo Mugwanya	8.7	3.3	-12.6	5.4	-2.4	5.0	-0.5	7.1	9.7	5.6
Peer Group Composite	9.5	2.7	-14.0	5.6	3.1	8.1	-0.8	6.5	10.6	4.7
Over / Under	-0.8	0.6	1.4	-0.2	-5.5	-3.1	0.3	0.6	-0.9	0.9

Performance vs peer group composite: David Katimbo Mugwanya

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

Outperformed peer group composite

5 years

out of a possible 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

3 years

out of a possible 8

Falling markets

Outperformed peer group composite

2 years

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

EdenTree Responsible and Sustainable Sterling Bond	Lead manager	UT Sterling Strategic Bond	since Sep 01 2016 to present
EdenTree Responsible and Sustainable Short Dated Bond	Lead manager	UT Sterling Corporate Bond	since Sep 01 2017 to present
EdenTree Global Impact Bond	Lead manager	UT Global Bonds	since Jan 24 2022 to present

Funds managed previously

Fund	Periods

EdenTree Investment Funds Amity Balanced for Charities	since Sep 01 2011 to fund close
EdenTree Responsible & Sustainable Managed Income	since Sep 01 2016 to Nov 01 2020