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

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Joe Walters

Joe Walters

Showing manager performance globally. You can view performance in individual jurisdictions.

About Joe Walters

RLAM`s Joe Walters is manages the CIS Income with Growth Trust and manages it along with a number of institutional portfolios which he has managed for the last three years. Previously Joe managed the CIS UK Growth Trust for over 10 years. Prior to that he managed the CIS UK Income with Growth Trust. Walters has over 20 years of industry experience and previously held roles as an investment analyst covering a number of consumer sectors, both at The Co-operative Asset Management and as a regional stockbroker. He is an Associate Member of the Society of Investment Analysts and an ongoing Associate of the CFA, UK.

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Citywire Rating: Not Rated

2017

  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017

Performance

over : 31/03/2016 - 31/03/2017
Manager Return
117 Jamie Hooper 0.8%
118 Nick Train 0.6%
119 Joe Walters 0.6%
119 Mark Martin 0.6%
121 James Griffin 0.5%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 4.9%
2016 -5.4% 5.6% -4.0%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.