David Walton

Toolset

Fund Performance

You are here:

Manager factsheet

David Walton
Marlborough Investment Managem
Manager factsheet pdf RSS Feed

Manager profile

David graduated with a first class degree in economics from Cambridge University before joining M&G, where he was a European equities fund manager with responsibility for small/mid-caps. In 2000 David joined Baillie Gifford, where he took on responsibility for the European small cap portfolios including the Baillie Gifford European Smaller Companies Fund and delivered strong outperformance. David joined the investment team in January 2013 and has managed the European Special Situations Fund since October 2013.

FOLLOW ON FUNDSWIRE

David Walton 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 21.3 years

+7.4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
David Walton	5.5	-10.8	47.7	56.8	146.7
Peer Group Composite	5.7	-3.6	26.6	31.1	95.0
Over / Under	-0.2	-7.2	21.1	25.7	51.7

Total return for David Walton

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 : David Walton

Discrete performance

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

David Walton	5.5	-0.4	-15.0	37.1	20.3	10.7	-4.1	15.8	17.8	15.8
Peer Group Composite	5.7	4.6	-12.9	17.6	12.1	11.7	-7.3	26.1	9.2	8.3
Over / Under	-0.2	-5.0	-2.1	19.5	8.2	-1.0	3.2	-10.3	8.6	7.5

Performance vs peer group composite: David Walton

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 10

Overall markets

Underperformed peer group composite

5 years

out of a possible 10

Rising markets

Outperformed peer group composite

4 years

out of a possible 8

Falling markets

Outperformed peer group composite

1 year

out of a possible 2

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

IFSL Marlborough European Special Situations	Lead manager	UT Europe Excluding UK	since Oct 01 2013 to present

Funds managed previously

Fund	Periods

Baillie Gifford Global Discovery	since Apr 01 2001 to Dec 31 2009
IFSL Marlborough Nano-Cap Growth	since Oct 31 2013 to Mar 01 2020
M&G European Select	since Jan 01 1998 to Aug 01 1999