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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

Martin Cholwill

Martin Cholwill

About Martin Cholwill

Martin Cholwill took a Bachelor’s degree in Mathematics from Durham University before beginning his career as an actuarial trainee with AXA (then called Equity & Law) in 1981. Cholwill spent the next 24 years with AXA Investment Managers and its predecessor companies, before joining RLAM in 2005 to manage the Royal London Equity Income Trust. His stock picking approach focuses on UK companies which are able to produce significant free cashflow and generate sustainable dividend growth for investors. Bristol-born Cholwill makes the most of his time away from the office. When not being kept busy by his teenage daughters, he enjoys the pleasures of travel, wine, walking and gardening.

Are you Martin Cholwill?

Citywire Rating: AAA rated

2002

  • SRated AA in Sep 2002
  • ONot rated in Oct 2002
  • NNot rated in Nov 2002
  • DNot rated in Dec 2002

2003

  • JNot rated in Jan 2003
  • FNot rated in Feb 2003
  • MNot rated in Mar 2003
  • ANot rated in Apr 2003
  • MNot rated in May 2003
  • JNot rated in Jun 2003
  • JNot rated in Jul 2003
  • ANot rated in Aug 2003
  • SNot rated in Sep 2003
  • ONot rated in Oct 2003
  • NNot rated in Nov 2003
  • DNot rated in Dec 2003

2004

  • JNot rated in Jan 2004
  • FNot rated in Feb 2004
  • MNot rated in Mar 2004
  • ANot rated in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JRated A in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ONot rated in Oct 2004
  • NNot rated in Nov 2004
  • DNot rated in Dec 2004

2005

  • JNot rated in Jan 2005
  • FNot rated in Feb 2005
  • MNot rated in Mar 2005
  • ANot rated in Apr 2005
  • MNot rated in May 2005
  • JNot rated in Jun 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
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JNot rated 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
  • ORated A in Oct 2007
  • NNot rated in Nov 2007
  • DRated A in Dec 2007

2008

  • JRated A in Jan 2008
  • FRated AA in Feb 2008
  • MRated A in Mar 2008
  • ARated A in Apr 2008
  • MNot rated in May 2008
  • JRated A in Jun 2008
  • JRated A in Jul 2008
  • ARated A in Aug 2008
  • SRated A in Sep 2008
  • ORated A in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FRated A in Feb 2009
  • MRated A in Mar 2009
  • ARated A in Apr 2009
  • MRated A in May 2009
  • JRated A in Jun 2009
  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SRated A in Sep 2009
  • ORated A in Oct 2009
  • NRated A in Nov 2009
  • DNot rated in Dec 2009

2010

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

2011

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

2012

  • JRated A in Jan 2012
  • FRated AA in Feb 2012
  • MRated A in Mar 2012
  • ARated AA 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 AA in Apr 2013
  • MRated AA in May 2013
  • JRated AA in Jun 2013
  • JRated AA in Jul 2013
  • ARated AA 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 AA in May 2014
  • JRated AA in Jun 2014
  • JRated AA in Jul 2014
  • ARated AA in Aug 2014
  • SRated AAA in Sep 2014
  • ORated AAA in Oct 2014
  • NRated AAA in Nov 2014
  • DRated AAA in Dec 2014

Performance

Equity - UK Equity Income
over : 30/11/2011 - 30/11/2014
Manager Return
8 Kevin Murphy 78.9%
8 Nick Kirrage 78.9%
10 Martin Cholwill 77.1%
11 Mark Barnett 76.2%
12 James Henderson 70.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.6% -0.3% -0.4%
2013 34.6% 12.6% 1.5% 8.7% 8.4%
2012 21.3% 9.6% -1.5% 7.3% 4.7%
2011 -1.4% 1.9% 2.4% -11.1% 6.4%
2010 18.0% 5.1% -9.0% 13.8% 8.4%

Related News

AAA-rated Cholwill: The election is making me avoid housebuilders

Manager sees sector coming under the same scrutiny utilities and banks have.

AA-rated Cholwill ups Brewin stake

Citywire AA-rated equity income veteran Martin Cholwill has upped his stake in Brewin Dolphin

RLAM equity income franchise drives asset gathering

Royal London Asset Management took just under £4 billion in new asset flows over the first half of the year.

Who bought & sold Brewin after £32m tech writedown

Brewin Dolphin continues to be backed by a host of star fund managers and there was interesting trading in the stock after it revealed it would take a hit from a failed IT system.

Royal London UK Equity Income

AAA-rated manager ups stake in surging Close Bros

Martin Cholwill has upped his stake in small but diversified banking business Close Bros

SLI tops fund sales league table as M&G falls out of top 10

Standard Life Investments won the fund retail sales battle in 2013, replacing M&G which fell out of the top 10.  

Jupiter Merlin team: the new funds and managers we’re backing

The multi-manager team at Jupiter has added several new names to its Merlin portfolios, including two Citywire AAA-rated and one AA-rated UK equity income managers, and a AAA-rated European manager.

Selection Watchlist: Royal London UK Equity Income

Clash of the listed wealth titans: fund managers’ top picks for 2013

Listed wealth management companies offer investors the opportunity to benefit from rising markets and tap into the pension market’s shift towards increasing retail investment

...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.