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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

Dale Robertson

Dale Robertson

About Dale Robertson

Dale Robertson has over 22 years experience in the financial industry. Based in Edinburgh he is currently an Investment Partner for Edinburgh Partners having joined the firm in 2003 and runs their European Opportunities Fund. Prior to joining Edinburgh Partners, Dale was a Fund Manager for Scottish Widows and before that a Business Analyst at Arthur Anderson. He graduated from the University of Edinburgh with a CA and ASIP in Commerce. Away from work he is a keen sportsman enjoying rugby, soccer, skiing and chess.

Invests in own strategies

Runs institutional money

Are you Dale Robertson?

Citywire Rating: Not Rated

2012

  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NRated Plus in Nov 2013
  • DRated A in Dec 2013

2014

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

Performance

Equity - Europe Excluding UK
over : 31/10/2013 - 31/10/2014
Manager Return
44 Steve Cordell -1.4%
45 Chris Garsten -1.5%
46 Dale Robertson -1.7%
47 Dean Smith -1.8%
48 Rajesh Shant -2.0%
48 Mark Page -2.0%
48 Laurent Millet -2.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 -2.4% 5.2% -1.7% -4.8% -0.8%
2013 31.0% 7.4% 3.1% 8.6% 8.9%
2012 13.1% 6.8% -6.2% 6.2% 6.3%
2011 -11.2% 6.3% 1.8% -21.8% 4.9%
2010 5.9% 4.3% -14.1% 14.5% 3.3%
2009 8.5% 8.5%

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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.