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

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Martin Cholwill

Martin Cholwill

About Martin Cholwill

Martin Cholwill joined RLAM in February 2005 to focus solely on managing the Royal London Equity Income Fund. He began his fund management career in 1983, spending 21 years working for AXA Investment Managers, managing a wide variety of UK equity mandates. In 1996 he took over managing AXA’s UK Equity Income Fund which he ran successfully. Cholwill’s proven and pragmatic investment approach have delivered strong, consistent performance for investors throughout the several market cycles of his over 32 year career. He has a degree in Mathematics from the University of Durham.

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

2015

  • JRated AAA in Jan 2015
  • FRated AAA in Feb 2015
  • MRated AAA in Mar 2015
  • ARated AAA in Apr 2015
  • MRated AAA in May 2015
  • JRated AAA in Jun 2015
  • JRated AAA in Jul 2015

Performance

Equity - UK Equity Income
over : 30/06/2012 - 30/06/2015
Manager Return
13 James Henderson 67.4%
14 Andrew Jones 67.4%
15 Martin Cholwill 65.6%
16 Kevin Murphy 65.4%
16 Nick Kirrage 65.4%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 4.4% -1.8%
2014 6.7% 2.6% -0.3% -0.4% 4.8%
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 13.8% 8.4%

Related News

Litigation smoke: time to stub out tobacco stocks?

Could a recent Canadian class action prove to be a tipping point for this favoured, yet controversial, sector?

RLAM calls on Tories to build savings culture as Cholwill powers AUM growth

Net inflows of £91 million into AAA-rated Martin Cholwill's Equity Income fund helped Royal London Asset Management post strong first quarter results.

Income hunt: why AAA-rated Cholwill sold Vodafone for Rio Tinto

Royal London Asset Management's Martin Cholwill  feels now could be the time to revist miners.

Royal London UK Equity Income

Sanlam Income study: Cholwill takes top spot as Aberdeen languishes

AAA-rated Martin Cholwill's fund is in top spot in Sanlam Private Investments' bi-annual study as Aberdeen finds itself in the doldrums following its Swip buy.

Profile: Wellian's investment boss on funds for 2015

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.

...more...
Citywire Discovery Source: Citywire Discovery 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.