PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Nick Clay
Thesis Unit Trust Mgmt Ltd, Redwheel Funds
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Nick has been managing the Global Income Equity strategy since 2012 while at Newton Investment Management where he spent 20 years and managed a variety of global multi asset strategies. Nick joined Redwheel as lead Portfolio Manager in November 2020 along with his team from Newton to continue managing the strategy. Nick started his career in 1991 as an Equity Analyst at Sun Alliance and as a UK equities manager at Morley Fund Management thereafter. Nick is an Associate Member of the UK Society of Investment Professionals and has a Ba (Hons) in Economics and Philosophy from University of Leeds.
Total return for Nick Clay
Manager career performance
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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Nick Clay

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
Nick Clay 6.5 4.6 14.1 13.9 -9.7 12.4 -2.1 23.4 8.7 13.6
Peer Group Composite 14.3 0.4 9.6 25.0 -10.4 7.4 1.1 23.4 -2.7 11.5
Over / Under -7.8 4.2 4.5 -11.1 0.7 5.0 -3.2 0.0 11.4 2.1
Performance vs peer group composite: Nick Clay
How a manager matches up against their peers gives you some idea of how talented they are. 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
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 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
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
TM Redwheel Global Equity Income Co-managed UT Global Equity Income since Nov 24 2020 to present
Redwheel Global Equity Income Co-managed FO Equity - International since Dec 11 2020 to present
Redwheel Responsible Global Income Co-managed FO Equity - Ethical since Feb 03 2023 to present
Funds managed previously
Fund Periods
WS Newton Managed since Aug 01 2004 to fund close
BNY Mellon Global Equity Income since Aug 10 2012 to Jun 04 2020
BNY Mellon Multi-Asset Growth since Aug 12 2004 to Mar 15 2011
BNY Mellon Global Income since Dec 14 2015 to Jun 04 2020
Omnis Multi-Asset Income since Mar 02 2015 to Jul 31 2019
BNY Mellon UK Equity since Dec 01 2005 to Apr 30 2007
BNY Mellon Sustainable Global Equity Income since Jul 18 2019 to Jun 04 2020
BNY Mellon Emerging Income since Jul 01 2019 to Apr 30 2020
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Funds to hold alongside Fundsmith Equity By Emma Wallis  19-Apr-2024
Group Six managers ascend to FE fundinfo’s Alpha Manager ‘Hall of Fame’ By Emma Wallis  18-Apr-2024
Sector F&C vs Alliance Trust: Which core global equity trust should you pick? By Jean-Baptiste Andrieux  18-Apr-2024
Group Investors sell Fundsmith and Baillie Gifford funds in the first quarter of 2024 By Jean-Baptiste Andrieux  17-Apr-2024
Sector Why Canaccord has added Fundsmith and Evenlode to its core model portfolio By Jean-Baptiste Andrieux  11-Apr-2024
Sector Preparing for a downturn: Starbucks and BlackRock are on Troy’s shopping list By Emma Wallis  09-Apr-2024
Sector The discounted investment trusts this specialist stockpicker is snapping up By Emma Wallis  09-Apr-2024
Group Why are we all waiting for the small-cap influencer? By Darius McDermott  04-Apr-2024
Sector A soft landing is ‘very possible’ but will bring ‘very little’ reward for investors By Matteo Anelli  03-Apr-2024
Sector The one fund to add to your ISA before the deadline By Jonathan Jones  03-Apr-2024
Group Revealed: The nominees for the Alpha Manager of the Year Awards 2024 By Emma Wallis  28-Mar-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc