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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

David Horner

David Horner

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: AAA 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

Performance

Equity - UK Equity Income
over : 31/08/2013 - 31/08/2014
Manager Return
13 Thomas Moore 14.9%
14 James Henderson 14.2%
15 David Taylor 14.2%
15 David Horner 14.2%
17 Adam Avigdori 14.2%
17 Mark Wharrier 14.2%

Total Return

Month by Month Performance

Quarterly Performance

to 31/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.6% 2.3% 0.1% 0.2%
2013 44.3% 14.8% 3.8% 12.4% 7.8%
2012 31.0% 13.3% -3.5% 11.0% 7.9%
2011 -5.8% 0.7% 3.1% -11.0% 1.9%
2010 38.2% 9.6% 3.0% 10.2% 11.2%
2009 4.6% 4.5% 0.1%

Related News

Trust Insider: where are the winners in a tough year for small-caps?

After many years of outperforming large cap stocks, smaller companies have been struggling this year

Why Chelverton's AAA-rated Taylor bought Jupiter & River and Mercantile

David Taylor took a stake in Jupiter this month overlooked his reluctance to back IPOs to buy an interest in River and Mercantile.   

AAA-rated Horner: Small-cap income and trusts go hand in hand

Citywire AAA-rated David Horner shares his thoughts on investing for income in small-caps with Wealth Manager.

Brown Shipley’s Botham: why it will be a struggle to beat 10% in 2014

Brown Shipley CIO Peter Botham is moving out of the US to capture a European recovery and counter muted returns in 2014.

Chelverton plans European income trust for ex-Montanaro fund head

Chelverton Asset Management is planning to launch a European equity income trust for new recruit Ralph Singleton, who departed Montanaro Asset Management earlier this year, Wealth Manager understands.

Looking beyond UK blue chips for income

A successful small and mid-cap strategy can produce above-market yields, while avoiding some of the risks of traditional UK equity income funds.

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.