Dale Robertson

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Fund Performance

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Manager factsheet

Dale Robertson
Chelverton Asset Mgmt Ltd
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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 22.9 years

+6.7%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Dale Robertson	1.9	18.0	32.2	28.5	50.0
Peer Group Composite	12.1	23.0	49.3	53.5	94.8
Over / Under	-10.2	-5.0	-17.1	-25.0	-44.8

Total return for Dale Robertson

Discrete calendar year performance : Dale Robertson

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Dale Robertson	1.9	6.1	9.1	35.8	-18.0	-5.3	3.9	31.3	-14.3	3.6
Peer Group Composite	12.1	5.1	4.4	36.7	-11.2	-1.0	3.8	21.6	-2.8	7.3
Over / Under	-10.2	1.0	4.7	-0.9	-6.8	-4.3	0.1	9.7	-11.5	-3.7

Performance vs peer group composite: Dale Robertson

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

Outperformed peer group composite

4 years

out of a possible 10

Overall markets

Underperformed peer group composite

6 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

0 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

MI Chelverton European Select	Co-managed	IA Europe Excluding UK	since Mar 06 2018 to present

Funds managed previously

Fund	Periods

EP European Opportunities	since Apr 02 2004 to fund close
EP Pan European Opportunities	since Dec 12 2011 to fund close
Baillie Gifford Baillie Gifford European Growth Trust plc	since Feb 01 2010 to Jul 31 2016
Scottish Widows European Growth	since Jun 01 2001 to Nov 30 2004
Scottish Widows European Select Growth	since Jun 01 2001 to Nov 30 2004