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You are here: Manager factsheet

Steve Bolton

Royal London Unit Tst Mgrs Ltd, RLUM (CIS) Ltd
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Manager profile
Steve Bolton – Fund Manager Steve joined RLAM in August 2013 following the acquisition of The Co-operative Asset Management by the Royal London Group. Steve worked as a Fund Manager on RLAM’s Sustainable Product range prior to working on the European Funds. Previously Steve worked as an Investment Research Analyst and has extensive analytical experience covering both equities and investment grade credit. Steve graduated with a Law degree and is a CFA Charterholder.
Total return for Steve Bolton
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 : Steve Bolton

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
Steve Bolton 13.5 10.0 -2.5 23.0 2.1 -1.8 -1.9 - - -
Peer Group Composite 14.7 6.7 -3.6 28.0 3.3 -3.3 -0.1 - - -
Over / Under -1.2 3.3 1.1 -5.0 -1.2 1.5 -1.8 - - -
Performance vs peer group composite: Steve Bolton
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
3 years
out of a possible 7
Overall markets
Underperformed peer group composite
4 years
out of a possible 7
Rising markets
Outperformed peer group composite
1 year
out of a possible 4
Falling markets
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London European Growth Lead manager UT Europe Excluding UK since Oct 01 2017 to present
Royal London European Growth Trust Lead manager UT Europe Excluding UK since Aug 08 2019 to present
Funds managed previously
Fund Periods
Royal London European Opportunities since Oct 01 2017 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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