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You are here: Manager factsheet

Nick Taylor

Waystone Management (UK) Limit
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Manager profile
Nick Taylor has 40 years of international investment management experience gained at Morgan Grenfell and Invesco. He was Managing Director at Cigna International Investment Advisors and Matheson Investment Management. An award winning manager, Nick has run equity portfolios for a broad range of investors, including institutional pension funds, private client portfolios and investment trusts. Nick is also a Chartered Fellow of the Chartered Securities Institute.
Total return for Nick Taylor
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
Discrete calendar year performance : Nick Taylor

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 Taylor 16.1 2.3 -5.7 23.7 17.0 -3.2 -4.7 7.2 -8.1 7.9
Peer Group Composite 14.1 4.0 -0.5 26.7 -10.0 1.3 10.3 0.4 6.3 6.7
Over / Under 2.0 -1.7 -5.2 -3.0 27.0 -4.5 -15.0 6.8 -14.4 1.2
Performance vs peer group composite: Nick Taylor
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
Outperformed peer group composite
4 years
out of a possible 10
Overall markets
Underperformed peer group composite
6 years
out of a possible 10
Rising markets
Outperformed peer group composite
3 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Charteris Premium Income Co-managed UT UK Equity Income since Mar 01 2018 to present
Funds managed previously
Fund Periods
WS Charteris Property since Aug 01 2014 to fund close
WS Charteris Gold & Precious Metals since Mar 31 2017 to Dec 31 2020
WS Charteris Gold & Precious Metals since Feb 01 2012 to Jun 30 2012
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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