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You are here: Manager factsheet

Joe Walters

RLUM (CIS) Ltd, Royal London Unit Tst Mgrs Ltd
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Manager profile
Joe Walters – Senior Fund Manager Joe joined the RLAM Equity team in August 2013 as a result of acquisition of The Co-operative Asset Management by Royal London. Joe was at The Co-operative Asset Management for over 20 years and after starting as an Equity Analyst went on to manage an assortment of UK funds such as a Growth Unit Trust to the Society’s Life fund. At Royal London Asset Management Joe is currently managing a number of retail funds, such as RL UK Growth Trust. Joe is an Associate of the Society of Investment Professionals.
Total return for Joe Walters
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 : Joe Walters

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
Joe Walters 13.0 -0.3 -0.1 24.2 -7.1 -3.0 5.0 17.1 -2.7 6.8
Peer Group Composite 12.7 -0.8 -0.9 27.6 -9.5 -4.5 6.7 20.6 -2.8 9.8
Over / Under 0.3 0.5 0.8 -3.4 2.4 1.5 -1.7 -3.5 0.1 -3.0
Performance vs peer group composite: Joe Walters
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
1 year
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
5 years
out of a possible 5
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London UK Growth Trust Lead manager UT UK All Companies since Feb 01 2016 to present
Royal London UK Equity Lead manager UT UK All Companies since Jan 01 2018 to present
Royal London UK Dividend Growth Co-managed (deputy) UT UK All Companies since Apr 29 2024 to present
Royal London UK Equity Income Co-managed (deputy) UT UK Equity Income since Apr 29 2024 to present
Royal London UK Income With Growth Trust Co-managed (deputy) UT Mixed Investment 40-85% Shares since Apr 29 2024 to present
Funds managed previously
Fund Periods
Royal London UK Growth Trust since Jan 01 1999 to Jan 31 2011
Royal London UK Income With Growth Trust since Feb 01 2014 to Dec 30 2017
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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