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You are here: Manager factsheet

Paul Niven

BMO
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has not really benefited results, which have not been particularly exposed to falling markets.
Manager profile
Paul Niven is Managing Director and Head of Multi-Asset Portfolio Management. He is also Fund Manager for the F&C Investment Trust. Paul joined the firm in 1996 and has worked in Asset Allocation and Investment Strategy since 1999, after undertaking a fund management position in Pacific Basin Equities. Paul has had responsibility for the management of Multi-Asset mandates within the group since 2002 (including large portfolios for insurance clients) and is Chair of the Investment Policy Group. He is responsible for strategic and tactical portfolio construction as well as manager selection across a variety of institutional mandates. Paul graduated from the University of Strathclyde with a BA (Hons) in Accounting and Economics, obtained an MPhil in Finance, and is a member of the UK CFA Institute.
Total return for Paul Niven
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
 
 
 
 
 
2-38m
 
 
 
 
 
 
 
 
 
14-50m
 
 
 
 
 
 
 
 
 
26-62m
 
 
 
 
 
 
 
 
 
38-74m
 
 
 
 
 
 
 
 
 
50-86m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Paul Niven

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
Paul Niven 1.8 8.8 25.3 -1.4 10.0 0.5 11.5 -2.8 - -
Peer Group Composite 0.3 6.4 19.7 -0.6 6.0 2.9 9.9 0.2 - -
Over / Under 1.5 2.4 5.6 -0.8 4.0 -2.4 1.6 -3.0 - -
Performance vs peer group composite: Paul Niven
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 8
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
BMO Managed Growth Lead manager UT Flexible Investment since Dec 01 2010 to present
BMO Diversified Growth Lead manager FO Mixed Asset - Flexible since Dec 01 2012 to present
F&C Investment Trust Plc Lead manager IT Global since Jun 01 2014 to present
BMO Multi-Strategy Global Equity Lead manager FO Absolute Return since Oct 20 2014 to present
BMO Universal MAP Balanced Co-managed UT Volatility Managed since Nov 10 2017 to present
BMO Universal MAP Cautious Co-managed UT Volatility Managed since Nov 10 2017 to present
BMO Universal MAP Growth Co-managed UT Volatility Managed since Nov 10 2017 to present
Funds managed previously
Fund Periods
BMO Managed Distribution since Jan 01 2006 to fund close
BMO FTSE 100 Tracker since Apr 01 2006 to Oct 01 2007
BMO FTSE All-Share Tracker since Apr 01 2006 to Oct 01 2007
BMO MM Lifestyle 4 since Sep 01 2010 to Mar 31 2011
BMO MM Lifestyle 5 since Sep 01 2010 to Mar 31 2011
BMO MM Lifestyle 6 since Sep 01 2010 to Mar 31 2011
BMO MM Lifestyle 7 since Sep 01 2010 to Mar 31 2011
BMO MultiManager Balanced since Sep 01 2010 to fund close
BMO MultiManager Cautious since Sep 01 2010 to fund close
BMO MultiManager Distribution since Sep 01 2010 to fund close
BMO MultiManager Growth since Sep 01 2010 to fund close
BMO Managed Growth since Sep 01 2010 to Dec 01 2010
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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