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

Shalin Shah

 FE fundinfo Alpha Manager
Royal London Unit Tst Mgrs Ltd, RLUM (CIS) Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
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
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
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 8.9 6.3 -10.1 4.3 3.3 6.0 -0.3 7.2 2.3 -1.7
Peer Group Composite 8.2 2.7 -9.0 2.4 4.0 4.7 -1.8 3.9 0.3 -0.4
Over / Under 0.7 3.6 -1.1 1.9 -0.7 1.3 1.5 3.3 2.0 -1.3
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
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
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Group What star managers expect to outperform in 2025 By Gary Jackson  23-Dec-2024
Group The best UK stock-pickers this year By Emma Wallis  19-Dec-2024
Sector The areas where Janus Henderson funds are excelling and struggling By Matteo Anelli  18-Dec-2024
Group 10 lessons from 2024, the UK market and lessons from a decade in absolute return investing: Thoughts from Fundswire this week By Diana Llewellyn  06-Dec-2024
Group Funds for pessimistic investors to protect wealth in a downturn By Emma Wallis  06-Dec-2024
Group Best of British: Stocks to be proud of By Patrick Sanders  02-Dec-2024
Group Is Royal London’s new global equity team a reason to buy, hold or fold? By Matteo Anelli  28-Nov-2024
Group Semiconductors, Ozempic and Buffett: What this year’s very best global funds are investing in By Gary Jackson  26-Nov-2024
Group The hunt for special smaller companies, thematic portfolios and key themes in global bond markets: Thoughts from Fundswire this week By Diana Llewellyn  22-Nov-2024
Group The equity funds on track to beat the market for the sixth year in a row By Gary Jackson  21-Nov-2024
Group Fixed income markets, the future of gold and whether investors have missed the rally in stocks and bonds: Thoughts from Fundswire this week By Diana Llewellyn  15-Nov-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