Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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 Smith

David Smith

Showing manager performance in United Kingdom View performance globally

About David Smith

David Smith holds a BSc (Hons) degree in statistics, computing, operational research and economics from University College London and an MSc in financial economics from Loughborough University. David also holds a variety of professional qualifications, including the Investment Management Certificate, and is a Chartered Alternative Investment Analyst (CAIA) charterholder. He joined Hargreaves Lansdowne in February 2008 from here at Citywire, where he was a founder member of the award-winning editorial team, later becoming head of investment analysis. David has specialist responsibility for alternative assets and bond funds and has been the co-manager of the HL MM Cautious Managed Trust since February 2008 and joint manager of the HL MM Strategic Bond since its launch in February 2009.

Are you David Smith?

Citywire Rating: A rated

2010

  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated 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
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MRated A 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
  • JRated A in Jun 2013
  • JRated A in Jul 2013
  • ARated A in Aug 2013
  • SRated A in Sep 2013
  • ORated A in Oct 2013
  • NRated A in Nov 2013
  • DRated A in Dec 2013

2014

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

2015

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

2016

  • JRated AA in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JRated Plus in Jan 2017
  • FRated Plus in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated Plus in May 2017
  • JRated Plus in Jun 2017
  • JRated Plus in Jul 2017
  • ARated Plus in Aug 2017
  • SRated Plus in Sep 2017
  • ORated Plus in Oct 2017
  • NRated A in Nov 2017
  • DRated A in Dec 2017

Performance

over : 30/11/2016 - 30/11/2017
Manager Return
46 Bambos Hambi 12.9%
47 James Hubbard 12.9%
48 Roger Clark 12.9%
48 David Smith 12.9%
50 Bish Limbu 12.8%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 4.4% 2.4% 0.1%
2016 15.2% -0.3% 1.4% 10.5% 3.2%
2015 5.8% 6.9% -1.6% -5.5% 6.3%
2014 4.5% 0.5% 1.2% 0.7% 2.1%
2013 17.1% 9.6% -0.9% 5.2% 2.5%

Related News

Woodford, Gait and Lyon among HL multi-manager fund’s first buys

CF Woodford Equity Income, Stewart Investors Asia Pacific Leaders and Troy Trojan are just some of the big-name funds featuring in Hargreaves Lansdown’s new multi-manager portfolio.

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.