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

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David Horner

David Horner

Showing manager performance in United Kingdom View performance globally

About David Horner

David Horner qualified as a chartered accountant in 1984 with Touche Ross & Co. In 1996 he joined 3i Corporate Finance Limited where he was a manager giving financial advice to corporate clients. David joined Strand Partners Limited in 1993 where he was a director of structured and managed investments in quoted and unquoted companies. In 1997 he founded Chelverton Asset Management and is currently a fund manager.

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Citywire Rating: A rated

2011

  • JRated A in Jan 2011
  • FRated A 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 AA in Aug 2011
  • SRated AA in Sep 2011
  • ORated AA in Oct 2011
  • NRated AA in Nov 2011
  • DRated AA in Dec 2011

2012

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

2013

  • JRated AAA in Jan 2013
  • FRated AAA in Feb 2013
  • MRated AAA in Mar 2013
  • ARated AAA in Apr 2013
  • MRated AA in May 2013
  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AAA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AAA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AAA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015
  • ARated AAA in Aug 2015
  • SRated AAA in Sep 2015
  • ORated AAA in Oct 2015
  • NRated AAA in Nov 2015
  • DRated AAA in Dec 2015

2016

  • JRated AAA in Jan 2016
  • FRated AAA in Feb 2016
  • MRated AAA in Mar 2016
  • ARated AAA in Apr 2016
  • MRated AAA in May 2016
  • JRated AAA in Jun 2016
  • JRated A in Jul 2016
  • ARated A in Aug 2016

Performance

Equity - UK Equity Income
over : 31/07/2015 - 31/07/2016
Manager Return
75 Laura Foll -2.8%
75 James Henderson -2.8%
77 David Horner -2.9%
77 David Taylor -2.9%
79 Stephen Bailey -3.1%
79 Jan Luthman -3.1%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.9% -12.3%
2015 17.5% 5.5% 7.1% -0.8% 4.8%
2014 1.6% 2.3% 0.1% -1.9% 1.1%
2013 44.3% 14.8% 3.8% 12.4% 7.8%
2012 31.0% 13.3% -3.5% 11.0% 7.9%
2011 1.9%

Related News

Sky blue thinking: Chelverton's Taylor taps underdogs to build momentum

Chelverton Asset Management's AAA-rated David Taylor has adopted a value-focused approach while ignoring short-term market trends

UK small caps stand tall in market fall

Defying their reputation for higher risk, UK small-cap equities strongly outperformed large caps during this summer’s downturn

Back Britain but beware the FTSE 100

Recent market falls have hammered large caps and international shares more than medium caps and domestically focused companies. Meanwhile the UK economy remains robust

Sanlam Income study: Chelverton top; Jupiter & Newton blacklisted

The Chelverton UK Equity Income fund has replaced its Royal London rival at the top of the Sanlam White List, while giant funds from Jupiter and Newton have been relegated to the Black List.

Dividend delights: the joys of equity income

Dividend investing imposes a sensible discipline on investors.

Chelverton's Taylor adds spice with recovery stocks in hunt for yield

Chelverton UK Equity Income manager David Taylor has started looking beyond ‘dull but worthy’ companies in the search for income outside the FTSE 100.

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