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You are here: Manager factsheet

Niko de Walden

 FE fundinfo Alpha Manager
Royal London Unit Tst Mgrs Ltd
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Manager profile
Niko is the manager of the Global Income Fund, co-manager of the UK Dividend Growth Fund and deputy manager of the UK Equity Income Fund. He joined RLAM in 2014 as an equity analyst. He was previously a graduate trainee at Henderson Global Investors, working principally in Performance Analysis. Niko has a degree in Classics from Oxford University and is a CFA charterholder.
Total return for Niko de Walden
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
 
 
 
 
 
40-76m
 
 
 
 
 
 
 
 
 
52-88m
 
 
 
 
 
 
 
 
 
64-100m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Niko de Walden

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
Niko de Walden 10.8 15.0 21.7 0.5 1.8 3.1 - - - -
Peer Group Composite 5.8 10.7 11.5 1.6 -1.0 2.2 - - - -
Over / Under 5.0 4.3 10.2 -1.1 2.8 0.9 - - - -
Performance vs peer group composite: Niko de Walden
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
5 years
out of a possible 6
 
Overall markets
Up
Underperformed peer group composite
1 year
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 5
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Royal London UK Dividend Growth Co-managed UT UK All Companies since Jun 30 2017 to present
Royal London Global Equity Income Lead manager UT Global Equity Income since Feb 25 2020 to present
Royal London UK Equity Income Co-managed (deputy) UT UK Equity Income since May 21 2021 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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