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You are here: Manager factsheet

Dan Cartridge
Hawksmoor Investment Mgmt Ltd
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Manager profile
Dan Cartridge joined Hawksmoor Investment Management in November 2016 and is a fund manager on the Hawksmoor Vanbrugh, Distribution, and Global Opportunities Funds. Dan has a first-class degree in Mathematics with Finance from the University of Exeter, holds the Investment Management Certificate and has passed Level 1 of the CFA programme.
Total return for Dan Cartridge
Manager career performance
Discrete calendar year performance : Dan Cartridge

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 Cartridge 16.9 0.6 -10.2 23.1 -1.0 4.6 - - - -
Peer Group Composite 15.5 1.9 -10.1 18.2 -0.2 7.0 - - - -
Over / Under 1.4 -1.3 -0.1 4.9 -0.8 -2.4 - - - -
Performance vs peer group composite: Dan Cartridge
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
2 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
The MI Hawksmoor Distribution Co-managed UT Mixed Investment 40-85% Shares since Apr 01 2024 to present
The MI Hawksmoor Global Opportunities Co-managed UT Flexible Investment since Apr 01 2024 to present
The MI Hawksmoor Vanbrugh Co-managed UT Mixed Investment 20-60% Shares since Apr 01 2024 to present
Funds managed previously
Fund Periods
The MI Hawksmoor Distribution since Nov 01 2018 to Mar 31 2024
The MI Hawksmoor Global Opportunities since Nov 01 2018 to Mar 31 2024
The MI Hawksmoor Vanbrugh since Nov 01 2018 to Mar 31 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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