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

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Richard Marwood

Richard Marwood

About Richard Marwood

Richard Marwood graduated from the University of Sheffield with a degree in Mechanical Engineering. He also holds a postgraduate degree in Aerodynamics from Lincoln College, University of Oxford. Richard began his investment career in 1996 by training as an equity analyst. In 1997 he started to manage a number of UK portfolios. He is currently a portfolio manager at AXA Investment Managers.

Are you Richard Marwood?

Citywire Rating: Not Rated

2004

  • ANot rated in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JNot rated 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
  • 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
  • ORated A in Oct 2008
  • NRated A in Nov 2008
  • DNot rated in Dec 2008

2009

  • JRated A in Jan 2009
  • FRated AA in Feb 2009
  • MRated AA in Mar 2009
  • ARated A in Apr 2009
  • MRated AA in May 2009
  • JRated A in Jun 2009
  • JRated AA in Jul 2009
  • ARated A in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NRated A in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FRated A in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MRated A in May 2010
  • JRated A in Jun 2010
  • JRated AA in Jul 2010
  • ARated A in Aug 2010
  • SRated A in Sep 2010
  • ONot rated in Oct 2010
  • NRated A in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SRated Plus in Sep 2013
  • ORated Plus in Oct 2013
  • NRated Plus in Nov 2013
  • DRated Plus in Dec 2013

2014

  • JRated Plus in Jan 2014
  • FRated Plus in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MRated Plus in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014

Performance

over : 30/09/2013 - 30/09/2014
Manager Return
152 David Miller 3.4%
153 Richard Marwood 3.4%
154 John Ventre 3.3%
154 Luca Vaiani 3.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 0.7% -0.4% 1.0% 0.1%
2013 11.9% 7.8% -2.0% 3.3% 2.6%
2012 10.2% 4.5% -1.9% 3.7% 3.6%
2011 2.0% 0.8% 1.6% -5.8% 5.7%
2010 11.0% 3.6% -4.2% 8.2% 3.3%
2009 2.8% 2.8%

Related News

Large cap M&A can power next leg of the bull market

Pfizer’s failed bid for AstraZeneca represents a significant turning point for the UK market this year, according to AXA Distribution manager Richard Marwood.

Chatfeild-Roberts brands IMA Managed sectors 'rubbish'

The head of Jupiter's Merlin fund range said the IMA's relabelling of the managed sectors was driven more by fears of advisers being sued rather than improving clarity for investors.

Six ways to protect yourself from the ravages of inflation

UK inflation is well above the 2% target and with the Bank of England set to pump billions more into the economy investors are scrambling for protection.  

The Daily View: Richard Marwood - Inflation to remain ‘stubbornly’ high

The A-rated manager has upped exposure to index-linked gilts in response to 'stubbornly high' inflation. 

Investment Line: AXA IM's Marwood and de Blonay split on bank cash calls

Talk of right issues at Lloyds and RBS has left the City divided, with Henderson New Star's Guy De Blonay identifying the investment opportunity and AXA Investment Managers' Richard Marwood focusing on the risks involved.

AXA IM adds ethical option to distribution range

AXA Investment Management has launched the Ethical Distribution fund as the latest addition to its Distribution fund range, managed by its head of UK equity Jim Stride.

AXA Investment Managers to overhaul UK fund range

AXA Investment Managers is to undergo a complete overhaul of its UK Oeic range in a bid to improve its transparency.  

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.