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You are here: Manager factsheet

Paul Niven

Columbia Threadneedle Investme, St. Jamess Place UT Group Ltd
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Manager profile
Paul Niven is Head of Asset Allocation, EMEA at Columbia Threadneedle Investments. He joined the company in 2021 following the acquisition of BMO’s EMEA asset management business. Paul is responsible for strategic and tactical input to the company’s asset allocation process, as well as managing a range of institutional mandates and the F&C Investment Trust. Previously, Paul was Managing Director, Multi-Asset Solutions, of BMO Global Asset Management with responsibility for strategic and tactical portfolio construction across a range of multi-asset portfolios, as well as manager selection for several institutional mandates. During his 25 years with BMO GAM and predecessor firms, he held a range of senior asset allocation and strategy roles including Chair of the Global Asset Allocation Committee. He has worked in the financial services industry since 1996. Paul has a BA (Hons) in Accounting and Economics and MPhil in Finance from the University of Strathclyde and is a member of the UK CFA Institute.
Total return for Paul Niven
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 : Paul Niven

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
Paul Niven 17.8 2.0 -4.8 12.5 6.2 9.3 4.8 16.9 18.4 5.1
Peer Group Composite 15.4 2.6 -6.7 10.6 4.3 8.2 -0.5 13.0 13.8 1.8
Over / Under 2.4 -0.6 1.9 1.9 1.9 1.1 5.3 3.9 4.6 3.3
Performance vs peer group composite: Paul Niven
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
9 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
7 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
CT Managed Growth Lead manager IA Flexible Investment since Dec 01 2010 to present
F&C Investment Trust Plc Lead manager IT Global since Jun 01 2014 to present
CT Universal MAP Balanced Lead manager IA Volatility Managed since Nov 10 2017 to present
CT Universal MAP Cautious Lead manager IA Volatility Managed since Nov 10 2017 to present
CT Universal MAP Growth Lead manager IA Volatility Managed since Nov 10 2017 to present
CT Universal MAP Adventurous Lead manager IA Volatility Managed since Oct 07 2019 to present
CT Universal MAP Defensive Lead manager IA Volatility Managed since Oct 07 2019 to present
CT Universal MAP Income Lead manager IA Volatility Managed since Oct 07 2019 to present
CT Sustainable Universal MAP Balanced Co-managed IA Volatility Managed since Dec 09 2019 to present
CT Sustainable Universal MAP Cautious Co-managed IA Volatility Managed since Dec 09 2019 to present
CT Sustainable Universal MAP Growth Co-managed IA Volatility Managed since Dec 09 2019 to present
SJP Strategic Managed Co-managed IA Unclassified since May 31 2024 to present
Funds managed previously
Fund Periods
CT Multi-Strategy Global Equity since Oct 20 2014 to fund close
BMO Managed Distribution since Jan 01 2006 to fund close
BMO FTSE 100 Tracker since Apr 01 2006 to Oct 01 2007
CT FTSE All-Share Tracker since Apr 01 2006 to Oct 01 2007
CT MM Lifestyle 4 since Sep 01 2010 to Mar 31 2011
CT MM Lifestyle 5 since Sep 01 2010 to Mar 31 2011
CT MM Lifestyle 6 since Sep 01 2010 to Mar 31 2011
CT MM Lifestyle 7 since Sep 01 2010 to Mar 31 2011
BMO MultiManager Balanced since Sep 01 2010 to Dec 08 2010
BMO MultiManager Cautious since Sep 01 2010 to Dec 08 2010
BMO MultiManager Distribution since Sep 01 2010 to Dec 08 2010
BMO MultiManager Growth since Sep 01 2010 to Dec 08 2010
CT Managed Growth since Sep 01 2010 to Dec 01 2010
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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