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Rupert Caldecott

Rupert Caldecott

Showing manager performance in United Kingdom View performance globally

About Rupert Caldecott

Rupert Caldecott is the CIO of global asset allocation at Dalton Strategic Partnership, having joined the firm in February 2006. He has been responsible for the management of the Melchior Global Conservative fund since May 2011. Prior to joining DSP, Rupert worked for the Schroders group for 28 years, including periods as managing director of its securities and private wealth management businesses. He was latterly a director of Cazenove Capital Management. He has a degree in Modern Languages from Worcester College, Oxford.

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Citywire Rating: Not Rated


  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013


  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
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  • ONot rated in Oct 2014
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  • DNot rated in Dec 2014


  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MRated Plus in Mar 2015
  • ARated A in Apr 2015
  • MRated Plus in May 2015
  • JRated A in Jun 2015
  • JRated AA in Jul 2015
  • ARated A in Aug 2015
  • SRated A in Sep 2015
  • ORated A in Oct 2015
  • NRated A in Nov 2015
  • DRated AA in Dec 2015


  • JRated A in Jan 2016
  • FRated Plus in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
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  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016


  • JNot rated in Jan 2017
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  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
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  • JNot rated in Jan 2018
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  • ONot rated in Oct 2018
  • NNot rated in Nov 2018
  • DNot rated in Dec 2018


  • JNot rated in Jan 2019
  • FNot rated in Feb 2019
  • MNot rated in Mar 2019
  • ANot rated in Apr 2019


Mixed Assets - Conservative GBP
over : 31/03/2018 - 31/03/2019

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 2.9%
2018 -2.6% -2.1% 2.1% 1.7% -4.2%
2017 6.1% 2.6% 1.5% -0.3% 2.2%
2016 6.6% -0.6% 1.9% 5.0% 0.3%
2015 2.9% 5.6% -3.3% -2.0% 2.9%
2014 1.0% 1.9% 4.2%

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Caldecott spins out Dalton wealth business into new firm

Rupert Caldecott and his colleague Neill Blanks have bought out the wealth management half of Dalton Strategic Partnership to form a new firm, RM Caldecott & Partners.

Rupert Caldecott: 2008 is probably the world’s longest hangover

Investment products have become more restricted since the onset of the retail distribution review, according to Dalton Strategic Partnership’s Rupert Caldecott.

Multi-asset man Vaiani leaves Dalton Strategic Partnership

Sixteen-year market veteran exits asset management firm with portfolio being taken on by global equity team.

Too much regulation? There ought to be a rule against it

It’s just as well Moses wasn’t a regulator. Had he been, we would have at least 4,673 commandments

Dalton Strategic Partnership bolsters multi-asset team

Dalton has appointed Luca Vaiani from Italian fund house Fondaco to work on Rupert Caldecott's global multi-asset fund.

Dalton Strategic revamps ownership structure

Senior executives of Dalton Strategic Partnership will control 51.5% of the equity of the firm, while the Dalton Family will continue to retain a quarter of the firm’s equity.

Wealth Manager: Dalton Strategic explains its succession plan

Dalton Strategic's Andrea Di Nisio and Neill Blanks fill us in on the company's future following the death of Andrew Dalton.

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.