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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

Richard Colwell

Richard Colwell

About Richard Colwell

Richard Colwell was born in Stafford, and attended Bangor University where he obtained a degree in Banking & Finance. Richard started his career at the Bank of England in 1990 and joined B2W in 1994. In late 1994 he joined Schroder Investment Management, and in 2002 he moved to Credit Suisse Asset management before joining Aviva Investors in 2007 where he ran the Aviva Investors UK Income & Growth fund. In 2010 Richard joined Threadneedle and runs the Threadneedle Managed Income, Monthly Extra Income, UK Growth & Income and UK Overseas Earnings funds. He holds the IIMR from the Chartered Institute of Bankers and is an associate member of the UKSIP and a member of the Association of Chartered Institute of Banks (CIB). Outside of fund management, he enjoys rugby, football and music.

Are you Richard Colwell?

Citywire Rating: AAA rated

2005

  • JNot rated in Jul 2005
  • ANot rated in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005
  • NNot rated in Nov 2005
  • DNot rated in Dec 2005

2006

  • JNot rated in Jan 2006
  • FNot rated in Feb 2006
  • MNot rated in Mar 2006
  • ANot rated in Apr 2006
  • MNot rated in May 2006
  • JNot rated in Jun 2006
  • JNot rated in Jul 2006
  • ANot rated in Aug 2006
  • SRated A in Sep 2006
  • ORated A in Oct 2006
  • NRated AA in Nov 2006
  • DRated AA in Dec 2006

2007

  • JRated AA in Jan 2007
  • FNot rated in Feb 2007
  • MNot rated in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated A in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JNot rated in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JRated A in Jun 2010
  • JRated AA in Jul 2010
  • ARated A in Aug 2010
  • SRated A in Sep 2010
  • ORated A in Oct 2010
  • NRated A in Nov 2010
  • DRated AA in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated AA in May 2011
  • JRated AA in Jun 2011
  • JRated AA in Jul 2011
  • ARated AA in Aug 2011
  • SRated AA in Sep 2011
  • ORated A in Oct 2011
  • NRated AA in Nov 2011
  • DRated A in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated AAA in Apr 2012
  • MRated AA in May 2012
  • JRated AA in Jun 2012
  • JRated A in Jul 2012
  • ARated AA in Aug 2012
  • SRated AA in Sep 2012
  • ORated AA in Oct 2012
  • NRated AA in Nov 2012
  • DRated AA in Dec 2012

2013

  • JRated AAA in Jan 2013
  • FRated AA in Feb 2013
  • MRated AAA in Mar 2013
  • ARated AAA in Apr 2013
  • MRated AAA in May 2013
  • JRated AAA in Jun 2013
  • JRated AAA in Jul 2013
  • ARated AAA in Aug 2013
  • SRated AAA in Sep 2013
  • ORated AAA in Oct 2013
  • NRated AAA in Nov 2013
  • DRated AAA in Dec 2013

2014

  • JRated AAA in Jan 2014
  • FRated AAA in Feb 2014
  • MRated AAA in Mar 2014
  • ARated AAA in Apr 2014
  • MRated AAA in May 2014
  • JRated AAA in Jun 2014
  • JRated AAA in Jul 2014
  • ARated AAA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014

Performance

over : 30/11/2013 - 30/11/2014

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.1% 0.2% -0.6%
2013 29.9% 12.5% 2.0% 6.9% 5.9%
2012 16.9% 9.2% -2.5% 6.5% 3.1%
2011 0.5% 2.0% 3.3% -11.3% 7.7%
2010 15.8% 5.7% -8.0% 11.1% 7.3%

Related News

Threadneedle warns of turbulence ahead for UK economy

Richard Colwell, fund manager at Threadneedle Investments, has warned of a rocky road ahead for the UK economy as complacency gives way to underlying flaws in the recovery.

Threadneedle UK Equity Income

Colwell backs retailers and insurers but avoids banks

Threadneedle’s AAA-rated Richard Colwell remains a long-term bear on banks but is finding attractive opportunities among insurers and retailers.

Threadneedle's Colwell sheds no tears over missing out on banks’ bull run

Threadneedle UK Equity Income manager Richard Colwell is sticking with his bank avoidance tactic, wary of their bad debts, and with his bread-and-butter holdings.

More QE sends managers on hunt for inflation-proof income

Income can be sought from a variety of asset classes, but with more quantitative easing and the spectre of inflation looming, finding the best sources of real returns is vital.

No bubble in income stocks, says Threadneedle

There is no bubble in high-yielding shares as investor desire for stocks with hefty payouts is only likely to grow further, top fund managers at Threadneedle Investments have said.

Threadneedle reveals manager line-up for acquired LV= funds

Threadneedle has revealed the fund manager line-up for the funds it has acquired from LV=, which has seen the group branch into multi-manager.

Threadneedle's Colwell reveals his top income picks

Threadneedle UK Equity Income co-manager Richard Colwell is a bottom-up stock picker who favours Cobham, Wetherspoon and BT, but is staying clear of BP and banks.

Threadneedle's Harrison: UK will rebound in first quarter

Threadneedle’s head of equities Leigh Harrison admits the UK GDP figures for the fourth quarter of 2010 were a shock to the system but he expects the economy to bounce back strongly in the first quarter.

Threadneedle’s Harrison: Equities set for biggest reappraisal in 20 years

Threadneedle's head of equities Leigh Harrison believes the current low growth environment and lack of lucrative alternatives will make investors have to reassess what they expect from equities.

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.