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You are here: Manager factsheet

Richard Colwell

Aviva Investors UK Fd Serv Ltd, Threadneedle Inv Services Ltd, St. Jamess Place UT Group Ltd
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has, period by period, consistently managed to outperform the peer group. Stockpicking has made a contribution to results, which have tended to be relatively better in a rising market.
Manager profile
Richard joined Threadneedle in 2010 as a portfolio manager in the UK equity income team. He manages the Threadneedle UK Growth & Income Fund and co-manages the Monthly Extra Income Fund, UK Equity Income Fund and the UK Equity Alpha Income Fund.
Total return for Richard Colwell
 
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
0-36m
 
 
 
 
 
 
 
 
 
12-48m
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Colwell

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Richard Colwell 6.3 24.7 17.2 3.8 13.3 33.5 -30.3 -3.9 16.6 18.6
Peer Group Composite 5.2 21.6 14.0 -0.9 12.5 33.2 -34.9 -3.6 13.2 22.3
Over / Under 1.1 3.1 3.2 4.7 0.8 0.3 4.6 -0.3 3.4 -3.7
Performance vs peer group composite: Richard Colwell
How a manager matches up against his peers gives you some idea of how talented he is. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
8 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Aviva Inv UK Income & Growth Co-managed UT UK All Companies since May 01 2007 to present
Threadneedle Managed Income Lead manager UT UK Equity & Bond Income since Jan 01 2010 to present
Threadneedle UK Growth & Income Lead manager UT UK All Companies since Mar 01 2010 to present
Threadneedle Monthly Extra Income Co-managed UT UK Equity & Bond Income since Mar 01 2010 to present
Threadneedle UK Equity Income Co-managed UT UK Equity Income since Sep 01 2010 to present
Threadneedle UK Equity Alpha Income Co-managed UT UK Equity Income since Sep 30 2010 to present
Threadneedle UK Equity Income (ex LV=) Co-managed UT UK Equity Income since Nov 01 2011 to present
SJP Strategic Managed Co-managed UT Mixed Investment 40%-85% Shares since Apr 28 2014 to present
Funds managed previously
Fund Periods
Premier Global Strategic Growth since Jan 01 2003 to Nov 01 2006
Threadneedle UK Overseas Earnings since Jan 01 2010 to Jan 31 2013
Premier UK Growth since Dec 01 2002 to Apr 01 2004
Premier UK Growth since Nov 01 2005 to Nov 30 2006