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You are here: Manager factsheet

David Shaw
AXA IM UK, AXA Investment Managers
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Manager profile
Prior to joining AXA IM, David was a Senior Portfolio Manager at Aerion Fund Management, where he spent 13 years co-managing a $1.5bn North American equity portfolio. Preceding that he spent 10 years as a UK fund manager and analyst, at Aerion Fund Management, NPI Asset Management and Natwest Investment Management.David holds a Bachelor’s degree in Electronic Engineering from City University, London. He is a member of CFA UK (ASIP) and has completed the London Business School Investment Management Programme.
Total return for David Shaw
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
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Shaw

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 Shaw 18.5 -0.6 -12.2 28.1 27.9 12.9 16.8 13.3 18.6 14.5
Peer Group Composite 18.3 2.0 -8.3 28.0 10.1 11.7 8.3 13.0 29.5 9.1
Over / Under 0.2 -2.6 -3.9 0.1 17.8 1.2 8.5 0.3 -10.9 5.4
Performance vs peer group composite: David Shaw
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
AXA Framlington American Growth Co-managed (deputy) UT North America since Dec 23 1992 to present
AXA US Responsible Growth Co-managed (deputy) FO Equity - North America since Dec 31 1992 to present
AXA Global Sustainable Distribution Lead manager UT Mixed Investment 20-60% Shares since Jul 06 2021 to present
AXA Framlington Global Sustainable Managed Fund Co-managed (deputy) UT Mixed Investment 40-85% Shares since Nov 10 2021 to present
Funds managed previously
Fund Periods
AXA World Funds Evolving Trends since Apr 30 2019 to Aug 31 2023
AXA Framlington Global Thematics since Nov 11 2022 to Aug 31 2023
AXA Framlington Japan since Dec 19 2023 to Sep 30 2024
AXA Rosbrg Japan Small Cap Equity since Dec 20 2023 to Sep 30 2024
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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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