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You are here: Manager factsheet

Richard Wilmot

Newton & BNY Mellon Asset Mgmt
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FE Trustnet verdict
Overall, performing better than the peer group composite. However, over a long track record, the manager has, period by period, over- and under-performed roughly equally. Good stockpicking has had a material positive impact on results, which have not been particularly exposed to falling markets.
Manager profile
Richard Wilmot is an investment manager and Head of UK Equities at Newton, where he has worked since 1999. He has run a variety of different UK equity mandates and is currently lead manager of the Newton UK Equity and Newton Higher Income funds. He is a member of the Investment Strategy Group and the Investment Oversight Committee. He is a member of the ICAEW, having trained at PwC from 1994-1999, and is also a member of UKSIP.
Total return for Richard Wilmot
 
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 Wilmot

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 Wilmot 9.9 16.3 14.5 6.2 17.9 -11.6 -3.9 17.1 13.7 23.4
Peer Group Composite 9.3 23.0 11.2 7.7 9.8 -8.2 -13.0 13.4 14.9 23.8
Over / Under 0.6 -6.7 3.3 -1.5 8.1 -3.4 9.1 3.7 -1.2 -0.4
Performance vs peer group composite: Richard Wilmot
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Newton UK Opportunities Co-managed (deputy) UT UK All Companies since Feb 08 2002 to present
Newton UK Equity Lead manager UT UK All Companies since Mar 16 2011 to present
Funds managed previously
Fund Periods
Newton Growth since Dec 20 2005 to fund close
Newton UK Smaller Companies since Dec 31 2005 to Mar 28 2011
Newton UK Equity since May 04 2010 to fund close
Newton Higher Income since Dec 10 2012 to Mar 19 2014
 
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