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

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Daniel Coleman

Daniel Coleman

Showing manager performance in United Kingdom View performance globally

About Daniel Coleman

Daniel R. Coleman is head of equities and portfolio manager for Edge Asset Management, an affiliate of Principal Global Investors. He joined Edge in 2001 and has over 31 years of industry experience. Previously, he was vice president and senior business manager for Info Space, Inc./Go2Net, Inc. Dan's background also includes positions with Brookhaven Capital Management, LLC/Clyde Hill Research and Ragen MacKenzie. He received an MBA from New York University and a bachelor's degree in finance from the University of Washington.

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Citywire Rating: Not Rated


  • 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
  • DNot rated in Dec 2014


  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015


  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016


Equity - North American Income
over : 30/04/2015 - 30/04/2016
Manager Return
18 Nadia Grant 3.6%
18 Diane Sobin 3.6%
20 David Simpson 3.0%
20 Daniel Coleman 3.0%
22 Ray Nixon 2.6%
22 Lewis Ropp 2.6%
22 Brian Quinn 2.6%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 5.9%
2015 -1.1% 5.8% -9.1% -7.0% 10.5%
2014 -0.4% 8.4%

Related News

Underperfoming US equity income fund gets small & mid cap overhaul

The EDGE Equity Income fund has been renamed and switched its focus to small and mid cap US stocks.

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.