Daniel Hanbury

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Fund Performance

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Manager factsheet

Daniel Hanbury
Ninety One Luxembourg S.A.
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Manager profile

Graduating from Loughborough University in 1996 with a First-Class Honours Degree in Mechanical Engineering, Dan began his career at Schroders on the UK Fund Management desk before joining the research department as an analyst in the UK Research Team. He joined Investec Asset Management in 2000 and was responsible for the UK Smaller Companies Fund and the UK Unconstrained portfolios. Dan was a founding member of R&M Asset Management in 2006, when he launched the UK Equity Smaller Companies and UK Dynamic Equity strategies. Dan currently manages the UK Equity Smaller Companies, UK Equity Income and UK Core strategies.

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Daniel Hanbury is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 22.6 years

+8%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Daniel Hanbury	20.2	31.4	46.7	48.8	92.3
Peer Group Composite	19.4	28.6	34.2	41.5	75.7
Over / Under	0.8	2.8	12.5	7.3	16.6

Total return for Daniel Hanbury

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

61-97m

73-109m

85-121m

97-133m

109-145m

Discrete calendar year performance : Daniel Hanbury

Discrete performance

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

Daniel Hanbury	20.2	4.1	-	12.7	-0.5	6.1	-4.4	14.3	9.1	3.8
Peer Group Composite	19.4	3.0	-	16.6	-9.9	10.1	-4.2	12.9	5.3	4.7
Over / Under	0.8	1.1	-	-3.9	9.4	-4.0	-0.2	1.4	3.8	-0.9

Performance vs peer group composite: Daniel Hanbury

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

5 years

out of a possible 9

Overall markets

Underperformed peer group composite

4 years

out of a possible 9

Rising markets

Outperformed peer group composite

4 years

out of a possible 7

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Ninety One Global Strategic Equity	Co-managed	FO Equity - International	since May 02 2023 to present

Funds managed previously

Fund	Periods

ES R&M UK Dynamic Equity	since Mar 22 2007 to Dec 31 2015
RGI UK Equity Income	since Aug 01 2013 to Mar 31 2022
Ninety One UK Smaller Companies	since Jan 01 2001 to May 31 2006
RGI UK Listed Smaller Companies	since Apr 03 2018 to Feb 07 2022
RGI UK Listed Smaller Companies	since Nov 30 2006 to Jun 30 2010
R&M UK Equity	since Feb 25 2008 to fund close
Ninety One UK Alpha	since Jun 01 2004 to May 31 2006
ES R&M UK Dynamic Equity	since Jan 01 2016 to May 31 2017
RGI UK Listed Smaller Companies	since Jul 01 2013 to Sep 14 2014
Ninety One Global Strategic Equity	since Apr 30 2023 to May 01 2023