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You are here: Manager factsheet

Richard Marwood

Royal London Unit Tst Mgrs Ltd, RLUM (CIS) Ltd
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Manager profile
Richard Marwood – Head of Income Richard is the Head of the Equity Income team and manages the UK Equity Income, UK Dividend Growth and UK Income with Growth funds. He joined RLAM in 2016, having previously worked at AXA Investment Managers for 19 years where ran a wide range of UK equity and multi-asset portfolios, most notably AXA’s Distribution Fund franchise. Prior to working in the City, Richard had an engineering background, having served an apprenticeship with British Aerospace. He holds a Mechanical Engineering Degree from Sheffield University and a PhD in Aerodynamics from Oxford University.
Total return for Richard Marwood
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
 
 
 
 
 
55-91m
 
 
 
 
 
 
 
 
 
67-103m
 
 
 
 
 
 
 
 
 
79-115m
 
 
 
 
 
 
 
 
 
91-127m
 
 
 
 
 
 
 
 
 
103-139m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Marwood

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
Richard Marwood 15.9 -1.1 5.6 23.4 -5.0 -3.5 6.5 24.3 -3.5 7.6
Peer Group Composite 12.7 -1.2 1.1 23.7 -3.9 -2.0 5.6 21.7 -2.7 7.1
Over / Under 3.2 0.1 4.5 -0.3 -1.1 -1.5 0.9 2.6 -0.8 0.5
Performance vs peer group composite: Richard Marwood
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
5 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London UK Dividend Growth Lead manager UT UK All Companies since Apr 12 2016 to present
Royal London UK Income With Growth Trust Lead manager UT Mixed Investment 40-85% Shares since Dec 31 2017 to present
Royal London UK Equity Income Lead manager UT UK Equity Income since May 21 2021 to present
Royal London Global Equity Income Co-managed UT Global Equity Income since Apr 29 2024 to present
Funds managed previously
Fund Periods
AXA Distribution since May 01 2002 to Feb 28 2016
AXA Ethical Distribution since Nov 21 2008 to Feb 28 2016
AXA Defensive Distribution since Nov 30 2008 to Feb 28 2016
AXA General Trust since Jan 01 2002 to Nov 28 2004
AXA UK Opportunities RIP since Jun 01 2008 to fund close
AXA Lifetime Distribution since Mar 02 2015 to Feb 28 2016
AXA Ethical since Jun 01 2008 to fund close
AXA UK Growth since Feb 01 2004 to Nov 28 2004
Omnis UK Equity Income since Feb 08 2021 to fund close
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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