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You are here: Manager factsheet

Shalin Shah

 FE fundinfo Alpha Manager
Royal London Unit Tst Mgrs Ltd, RLUM (CIS) Ltd
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Manager profile
Shalin Shah – Senior Fund Manager Shalin joined Royal London Asset Management’s Fixed Income team in 2008. Shalin is an experienced senior fund manager responsible for managing corporate bond portfolios, including RL Corporate Bond Fund, Sustainable Managed Income, Sustainable Managed Growth and Diversified Asset-Backed Securities funds. Since joining he has been involved in the development and management of RLAM’s Buy & Maintain proposition, and remains responsible for managing a range of buy & maintain and active portfolios. Shalin has won a Fund Manager of the Year award in 2021. Prior to joining RLAM, Shalin worked at PricewaterhouseCoopers LLP where he was involved in advising clients on a variety of investment solutions, including LDI and strategic asset allocation. Shalin holds a BSc in MORSE (Mathematics, Operational Research, Statistics and Economics) from the University of Warwick and is a qualified actuary.
Total return for Shalin Shah
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Shalin Shah

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
Shalin Shah 10.8 6.5 -12.1 6.0 1.6 4.0 1.4 6.9 2.6 -
Peer Group Composite 10.2 2.5 -11.2 4.8 1.4 3.9 -1.3 3.1 1.4 -
Over / Under 0.6 4.0 -0.9 1.2 0.2 0.1 2.7 3.8 1.2 -
Performance vs peer group composite: Shalin Shah
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
8 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
7 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London Diversified Asset-Backed Securities Lead manager IA Targeted Absolute Return since Jun 01 2015 to present
Royal London Corporate Bond Co-managed IA Sterling Corporate Bond since Oct 02 2017 to present
Royal London Sustainable Corporate Bond Trust Co-managed IA Sterling Corporate Bond since Sep 01 2020 to present
Royal London Sustainable Managed Growth Trust Co-managed IA Mixed Investment 0-35% Shares since Sep 01 2020 to present
Royal London Sustainable Short Duration Corporate Bond Co-managed IA Sterling Corporate Bond since Nov 23 2022 to present
Funds managed previously
Fund Periods
Royal London Monthly Income Bond since Sep 01 2021 to fund close
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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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