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You are here: Manager factsheet

David Ballance

FE fundinfo Alpha Manager
Ruffer LLP
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Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Good stock picking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Previously International Equities Head at Rothschild Private Management and European Equities Head at Rothschild Asset Management. He graduated from Oxford and was a Senior Investment Manager at Allied Dunbar, before moving to Threadneedle as Head of European Equities. He joined Ruffer in 2006, is co–manager of the LF Ruffer Total Return Fund and manages a number of segregated portfolios for institutional and private clients.
Total return for David Ballance
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : David Ballance

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 Ballance 4.9 -4.5 1.1 10.5 0.8 6.8 11.2 1.0 3.3 10.7
Peer Group Composite 6.4 -1.6 8.3 7.5 1.5 5.9 9.4 8.5 -0.3 7.5
Over / Under -1.5 -2.9 -7.2 3.0 -0.7 0.9 1.8 -7.5 3.6 3.2
Performance vs peer group composite: David Ballance
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
LF Ruffer Absolute Return Co-managed UT Targeted Absolute Return since Mar 01 2010 to present
Funds managed previously
Fund Periods
LF Ruffer Total Return since Oct 01 2006 to Sep 30 2019
TU European since Dec 01 2000 to Mar 01 2003
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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