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You are here: Manager factsheet

Niko de Walden
IFSL
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Manager profile
Niko is a Portfolio Manager co-managing Global Equity portfolios successfully for over 7 years, including launching the Global Equity Income fund and co-managing the UK Dividend Growth fund at RLAM. Previously Niko was a PM at Royal London Asset Management, and an Analyst at Henderson Global Investors (now Janus Henderson). Niko is a CFA charterholder, and BA (Hons) in Classics from the University of Oxford.
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
 
 
 
 
 
66-102m
 
 
 
 
 
 
 
 
 
78-114m
 
 
 
 
 
 
 
 
 
90-126m
 
 
 
 
 
 
 
 
 
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 -0.5 14.1 6.3 9.8 32.0 -8.7 2.8 8.0 - -
Peer Group Composite -1.3 7.8 2.7 4.3 28.4 -11.5 1.3 6.2 - -
Over / Under 0.8 6.3 3.6 5.5 3.6 2.8 1.5 1.8 - -
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
8 years
out of a possible 8
 
Overall markets
Up
Underperformed peer group composite
0 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
IFSL Pinnacle Global Equity Income Co-managed UT Global Equity Income since Mar 31 2025 to present
Funds managed previously
Fund Periods
Royal London UK Dividend Growth since Jun 30 2017 to Apr 29 2024
Royal London Global Equity Income since Feb 25 2020 to Apr 29 2024
Royal London UK Equity Income since May 21 2021 to Apr 28 2024
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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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