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You are here: Manager factsheet

David Smith
Hargreaves Lansdown Fund Mgmt
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
David has been co-manager of the HL Multi-Manager Equity & Bond & HL Multi-Manager Balanced Managed Trusts since 2008. He has been co-manager of the HL MM Strategic Bond Trust since its launch in February 2009 and the HL MM Strategic Assets fund since its launch in February 2016. He previously co-managed the HL MM Asia & Emerging Markets Fund from its launch in April 2015. David holds a BSc (Hons) degree in Statistics, Computing, Operational Research and Economics from University College London and an MSc in Financial Economics from Loughborough University. David also holds the Investment Management Certificate (IMC), and is a Chartered Alternative Investment Analyst (CAIA) charterholder.
Total return for David Smith
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 Smith

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 Smith 16.9 4.5 -12.8 11.6 -0.1 8.6 -5.1 8.1 19.7 1.0
Peer Group Composite 16.6 2.6 -12.2 11.5 2.2 9.9 -4.5 8.9 16.7 -1.7
Over / Under 0.3 1.9 -0.6 0.1 -2.3 -1.3 -0.6 -0.8 3.0 2.7
Performance vs peer group composite: David Smith
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
HL Income Co-managed UT Volatility Managed since Feb 01 2008 to present
HL Multi Manager Balanced Managed Co-managed UT Mixed Investment 40-85% Shares since Jun 30 2008 to present
HL Multi Manager Strategic Bond Co-managed UT Sterling Strategic Bond since Feb 02 2009 to present
HL HL Cautious Managed Co-managed UT Volatility Managed since Feb 09 2016 to present
HL Multi Manager Special Situations Co-managed UT Global since Oct 31 2022 to present
Funds managed previously
Fund Periods
HL Emerging Markets since Apr 29 2015 to Jun 30 2019
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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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