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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.

Are you Joe Walters?

Citywire Rating: Not Eligible

Joe Walters does not currently have the required track record to be eligible for a Citywire Rating. See methodology


  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017
  • DNot rated in Dec 2017


  • JNot rated in Jan 2018
  • FNot rated in Feb 2018
  • MNot rated in Mar 2018


Equity - UK (All Companies)
over : 31/03/2017 - 31/03/2018
Manager Return
65 Alex Savvides 16.4%
66 Callum Abbot 16.4%
67 Joe Walters 16.3%
68 Alex Wright 16.2%
69 Leigh Himsworth 16.0%

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.5%
2017 25.1% 4.9% 7.9% 4.9% 5.4%
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.