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

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Daniel Roberts

Daniel Roberts

About Daniel Roberts

Daniel Roberts was born in Newport, South Wales in 1973 and attended the University of Warwick where he gained a BSc in Mathematics. He is ACA, IMA and CFA qualified. Daniel started his career as an auditor with PriceWaterhouseCoopers in 1994. He joined JP Morgan in 1999 as a risk manager before moving to M&G Investment Managers where he was a trainee fund manager. At the beginning of 2002 he joined Invesco as a fund manager and in 2003 joined Aviva Investors where he managed a number of funds using an income/value approach to investing. He joined Gartmore in July 2009 and currently works at Fidelity running The Global Dividend Fund. Daniel is a member of ICAEW and the CFA Institute. Outside of fund management, he lists golf, rugby, soccer and music as his main interests.

Are you Daniel Roberts?

Citywire Rating: + rated

2008

  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ORated AA in Oct 2008
  • NRated AA in Nov 2008
  • DRated A in Dec 2008

2009

  • JRated AA in Jan 2009
  • FRated AA in Feb 2009
  • MRated AA in Mar 2009
  • ARated AA in Apr 2009
  • MRated AA in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ARated AA in Aug 2009
  • SRated AA in Sep 2009
  • ORated AA in Oct 2009
  • NRated AA in Nov 2009
  • DRated A in Dec 2009

2010

  • JRated A in Jan 2010
  • FRated AA in Feb 2010
  • MRated A in Mar 2010
  • ARated AA in Apr 2010
  • MRated AA in May 2010
  • JRated AA in Jun 2010
  • JRated AAA in Jul 2010
  • ARated AAA in Aug 2010
  • SRated AA in Sep 2010
  • ORated AA in Oct 2010
  • NRated AA in Nov 2010
  • DRated AA in Dec 2010

2011

  • JRated AA in Jan 2011
  • FRated AA in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 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
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ARated Plus in Aug 2014
  • SNot rated in Sep 2014
  • ORated Plus in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

Performance

over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.9% 2.2% 2.7%
2013 23.8% 16.0% 2.3% -0.9% 5.3%
2012 0.4% 4.5% 0.5%

Related News

Leigh Himsworth to leave City Financial for Fidelity

Citywire A-rated Leigh Himsworth is to quit City Financial and join Fidelity.

Dan Roberts quits Eden Financial for Fidelity

(Update) Fidelity is poised to launch a global equity income fund for the former Gartmore manager. 

Ex Gartmore duo Roberts and Himsworth join Eden Financial

(Update) Former Gartmore managers Leigh Himsworth and Dan Roberts have joined Eden Financial's fledgling asset management business.

Gartmore: What went wrong and the lessons learned

Gartmore’s 15 tumultuous months as a listed company effectively came to an end on 4 April after it announced the recommended acquisition by rival Henderson for 92p a share had become effective. Wealth Manager looks at want went wrong.

Gartmore and M&G changes in Citywire Selection

Towards the end of 2010, all Gartmore managers featuring in Citywire Selection were placed under review. At the time, Henderson made a bid to acquire the company and we were waiting for further developments on which managers might be staying or leaving.

Henderson to ditch Gartmore brand after sealing £335m buy

(Update) Henderson is to buy Gartmore for £335 million and has secured the service of several of the firm's top managers in a deal which will see the firm's 40-year old brand disappear.

Value investing: look beyond emerging markets says Gartmore's Dan Roberts

Gartmore's Dan Roberts says value can be found in domestically orientated stocks, though he is steering clear of Lloyds and other UK banks.

Guy's departure could be making of Gartmore if it goes private

There is an argument that ultimately Roger Guy's departure will be seen as the making of Gartmore, although for that to be the case the company needs to go private again.

Broker warns bidders must rush to avoid Gartmore outflows

News that Gartmore's star manager Roger Guy is to leave the firm has seen a slump in its shares but predators must act quickly if they want to acquire a firm which is likely to haemorrhage assets on today's news   

A-rated Dan Roberts: Why I'm sticking with BP

Gartmore UK Equity Income fund manager Dan Roberts is sticking with BP despite the Deepwater backlash and collapse in share price.

...more...

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.