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Manager factsheet
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Manager profile
Prior to joining SWIP in 2001, Dale had spent 5 years as an Investment Manager with Edinburgh Fund Managers plc. Whilst at EFM, Dale had responsibility for managing a mixture of retail and institutional funds. In addition to these responsibilities, Dale also covered the consumer and media sectors. Most of this experience was in the European markets, with the exception of one year, whilst still training, in the US equity market. Dale started his career with Arthur Andersen as a business analyst where he gained his CA qualification. Dale also lectures in Advanced Finance to students training with the Institute of Chartered Accountants of Scotland. He also has experience of working with entrepreneurs in Scotland, helping them with business forecasting and fund raising.
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Annualised total return over 24.3 years |
+6.9% |
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1 year |
3 years |
5 years |
7 years |
10 years |
Dale Robertson |
17.4 |
41.9 |
57.9 |
42.4 |
90.7 |
Peer Group Composite
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7.3 |
37.8 |
49.6 |
49.9 |
106.6 |
Over / Under |
10.1 |
4.1 |
8.3 |
-7.5 |
-15.9 |
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Total return for Dale Robertson
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Discrete calendar year performance : Dale Robertson
Funds currently managed
Fund |
Sole/Co-managed |
Sector |
Periods |
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MI Chelverton European Select |
Co-managed |
IA Europe Excluding UK |
since Mar 06 2018 to present |
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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