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You are here: Manager factsheet

David Goldman

BlackRock, BlackRock Invest Mgrs UK Ltd, BlackRock Investment Managemen
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Manager profile
David Goldman, CFA, Director and portfolio manager, is a member of BlackRocks’s UK Equity team within BlackRock's Fundamental Active Equity Group. He is responsible for the UK equity income and charity portfolios, with a research emphasis on Industrials. Mr. Goldman's service with the firm dates back to 2004, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. At MLIM, Mr. Goldman held a variety of positions on both the UK equity team and in the fixed income division. He was previously responsible for research in the travel and leisure, real estate, construction, banks and oil & gas sectors. Mr. Goldman began his investment career with MLIM in 2004 as a member of the investment training program. Mr. Goldman earned a BSc degree, with first class honours, in economics from Bristol University in 2004.
Total return for David Goldman
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
 
 
 
 
 
54-90m
 
 
 
 
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
102-138m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Goldman

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 Goldman 6.4 5.3 5.0 21.1 -11.2 3.4 5.2 18.3 -1.3 -
Peer Group Composite 7.6 1.9 2.2 30.7 -16.2 1.2 5.9 16.2 -2.1 -
Over / Under -1.2 3.4 2.8 -9.6 5.0 2.2 -0.7 2.1 0.8 -
Performance vs peer group composite: David Goldman
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
6 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
BlackRock UK Income Co-managed UT UK Equity Income since Jul 01 2015 to present
BlackRock Charities UK Equity Co-managed UT UK All Companies since Jul 05 2017 to present
BlackRock Charities UK Equity ESG Co-managed UT UK All Companies since Jul 05 2017 to present
Blackrock Income And Growth Investment Trust Plc Co-managed IT UK Equity Income since Jul 05 2017 to present
BlackRock UK Equity Co-managed UT UK All Companies since Sep 01 2023 to present
BlackRock UK Co-managed UT UK All Companies since Apr 01 2024 to present
Funds managed previously
Fund Periods
BlackRock Developed Markets Sustainable Equity since Sep 01 2021 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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