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

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David Taylor

David Taylor

About David Taylor

David Taylor began his career as an analyst in the research department at Wedd Durlacher and moved into fund management in 1987. He joined Gartmoere Investment Limitied in 1991 and in 1995 he joined LGT where he managed small cap retial funds and then became the head of UK smaller companies at HSBC Asset Management where he spent seven years. David joined Chelverton in 2006 where he is a fund manager. He has over 22 years experience of small companies investment analysis and portfolio management.

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Citywire Rating: AAA rated

2002

  • SNot rated in Sep 2002
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2003

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2004

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2005

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2006

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2007

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2008

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2009

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2010

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  • DRated A in Dec 2010

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
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2012

  • JRated AAA in Jan 2012
  • FRated AAA in Feb 2012
  • MRated AA in Mar 2012
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  • DRated AAA in Dec 2012

2013

  • JRated AAA in Jan 2013
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  • 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 : 31/08/2011 - 31/08/2014

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%

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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.