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You are here: Manager factsheet

Richard Colwell

Threadneedle Investment Servic, St. Jamess Place UT Group Ltd, Threadneedle Management Luxemb
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Manager profile
Richard Colwell is a portfolio manager and Head of UK Equities at Columbia Threadneedle. He manages the Threadneedle UK Growth & Income Fund, Threadneedle UK Equity Income Fund and the Threadneedle UK Equity Alpha Income Fund. He also co-manages the Threadneedle Monthly Extra Income Fund and has research responsibility across all sectors.Before joining the company, Richard ran high alpha UK equity portfolios at Aviva Investors. He has also held portfolio management roles at Credit Suisse and Schroders and worked at the Bank of England.Richard has a degree in Banking, Insurance & Finance from the University of Bangor. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of the UK as well as the Chartered Institute of Bankers.
Total return for Richard Colwell
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
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Richard Colwell

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
Richard Colwell -1.6 14.6 -6.5 8.5 -1.0 9.3 6.8 4.6 7.6 25.6
Peer Group Composite -2.4 15.3 -4.2 10.3 -3.0 12.8 6.7 3.8 5.2 20.7
Over / Under 0.8 -0.7 -2.3 -1.8 2.0 -3.5 0.1 0.8 2.4 4.9
Performance vs peer group composite: Richard Colwell
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
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
CT UK Growth and Income Lead manager IA UK All Companies since Mar 01 2010 to present
CT Monthly Extra Income Co-managed IA Unclassified since Mar 01 2010 to present
CT UK Equity Alpha Income Lead manager IA UK Equity Income since Sep 01 2010 to present
CT UK Equity Income Lead manager IA UK Equity Income since Sep 01 2010 to present
SJP Strategic Managed Co-managed IA Unclassified since Apr 28 2014 to present
Threadneedle (Lux) UK Equity Income Lead manager FO Equity - UK since Oct 05 2016 to present
CT Managed Equity Income Lead manager IA Unclassified since Apr 09 2021 to present
Funds managed previously
Fund Periods
Threadneedle Managed Equity Income since Jan 01 2010 to fund close
Aviva Inv UK Income & Growth since May 01 2007 to fund close
Threadneedle UK Equity Income (ex LV=) since Nov 01 2011 to fund close
Premier Global Strategic Growth since Jan 01 2003 to Nov 01 2006
CT UK Equity Opportunities since Jan 01 2010 to Jan 31 2013
SJP UK since Jul 01 2021 to Nov 29 2022
Premier Miton UK Growth since Dec 01 2002 to Apr 01 2004
Premier Miton UK Growth since Nov 01 2005 to Nov 30 2006
SJP UK Equity since Jun 05 2019 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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