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You are here: Manager factsheet

Nick Clay
Thesis Unit Trust Mgmt Ltd, Redwheel Funds
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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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
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 10.5 -1.7 8.9 12.0 -6.9 9.3 5.4 9.6 23.7 4.1
Peer Group Composite 18.8 3.2 -1.0 16.8 -1.2 9.2 1.5 13.2 15.8 2.0
Over / Under -8.3 -4.9 9.9 -4.8 -5.7 0.1 3.9 -3.6 7.9 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
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
TM Redwheel Global Equity Income Co-managed IA 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 Multi-Asset Income since Feb 04 2015 to Mar 31 2018
BNY Mellon Global Income since Aug 10 2012 to Nov 30 2014
BNY Mellon Multi-Asset Growth since Mar 16 2011 to Jan 31 2013
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
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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.

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