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You are here: Manager factsheet

David Taylor

Chelverton Asset Mgmt Ltd
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Manager profile
David is a fund manager with specialist expertise investing in companies with sub-£1bn market capitalisations. He began his career as an analyst in the research department at Wedd Durlacher, later moving into fund management in 1987 with the Merchant Navy Officers Pension Fund. He joined Gartmore Investment Limited in 1991, where he ran a combination of institutional funds and investment trusts, namely the Clydesdale Investment Trust and London & Strathclyde Trust. In 1995, he moved to LGT to manage small-cap retail funds and latterly spent nearly seven years as head of UK smaller companies at HSBC Asset Management. David joined Chelverton Asset Management in January 2006 and has co-managed MI Chelverton UK Equity Income Fund since launch and MI Chelverton UK Equity Growth (until November 2017). He also co-manages Chelverton UK Dividend Trust PLC .
Total return for David Taylor
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
Discrete calendar year performance : David Taylor

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 Taylor 6.0 -9.6 -6.7 48.5 -25.1 -18.6 5.0 29.6 28.4 -1.6
Peer Group Composite 7.6 -3.4 1.6 43.0 -17.2 0.4 7.1 18.5 2.2 5.2
Over / Under -1.6 -6.2 -8.3 5.5 -7.9 -19.0 -2.1 11.1 26.2 -6.8
Performance vs peer group composite: David Taylor
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
3 years
out of a possible 10
Overall markets
Underperformed peer group composite
7 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 8
Falling markets
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Chelverton UK Equity Income Co-managed IA UK Equity Income since Dec 01 2006 to present
Funds managed previously
Fund Periods
Chelverton Growth Trust plc since Jan 09 2006 to fund close
Chelverton UK Dividend Trust Plc since Feb 28 2006 to Dec 31 2020
HSBC UK Smaller Companies since Dec 01 1998 to Sep 30 2005
MI Chelverton UK Equity Growth since Oct 20 2014 to Oct 31 2017
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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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