Colwell joined Threadneedle in January 2010, having previously been at Aviva from January 2007. Previously, he worked as a fund manager at Credit Suisse Asset Management from 2002 and was responsible for a range of institutional pension funds, the Sun Life of Canada closed funds, as well as retail portfolios. He started his investment career at Schroders as a pharmaceuticals analyst, then becoming a portfolio manager for five years. He joined the industry from the Bank of England. He holds a BA (Hons) in Banking & Finance and is an associate member of both the IIMR and CIB.
Richard Colwell has 11.7 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.15%.
During the worst period of relative performance (from December 2008 - March 2009) there was a decline of 6% relative to the index. The worst absolute loss has been 39%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
|Periods of worst performance
(October 2007 - February 2009)
(December 2008 - March 2009)