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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Dan Ison

Dan Ison

About Dan Ison

Dan Ison graduated from the University of Oxford with a BA in chemistry. He started his career in 1994 with Baring Asset Management where he was director and fund manager. Dan joined Beaumont Capital/Schroders in 2001 as a partner and director, and later joined Clareville Capital where he was a partner. Dan joined Threadneedle in 2007 where he is currently the head of pan European equities. Dan holds the Investment Management Certificate (IMC).

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Citywire Rating: Not Rated

2010

  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JRated A in Jul 2010
  • ARated A in Aug 2010
  • SNot rated in Sep 2010
  • ORated A in Oct 2010
  • NRated A in Nov 2010
  • DRated A in Dec 2010

2011

  • JRated A in Jan 2011
  • FNot rated in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated AA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AA in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A in May 2012
  • JRated A in Jun 2012
  • JNot rated in Jul 2012
  • ARated A in Aug 2012
  • SRated A in Sep 2012
  • ORated A in Oct 2012
  • NRated A in Nov 2012
  • DRated A in Dec 2012

2013

  • JRated A in Jan 2013
  • FRated A in Feb 2013
  • MRated A in Mar 2013
  • ARated A in Apr 2013
  • MRated A in May 2013
  • JNot rated in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated Plus in Oct 2013
  • NRated A in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated AA in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated Plus in May 2014
  • JRated Plus in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014

Performance

Equity - Europe
over : 31/10/2013 - 31/10/2014
Rank 29/82 Equity - Europe
Manager Return
27 Ido Eisenberg -0.1%
27 Demetris Georghiou -0.1%
29 Dan Ison -0.2%
30 Barry Norris -0.5%
31 Ann Steele -0.7%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -3.5% 4.5% -5.7% -3.1% 1.1%
2013 30.5% 12.8% 1.5% 3.3% 10.3%
2012 14.6% 10.3% -8.7% 6.6% 6.7%
2011 -12.9% 2.3% 3.5% -19.8% 2.6%
2010 21.0% 6.5% -8.5% 12.9% 9.9%
2009 4.4% 4.4%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.