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You are here: Manager factsheet

Ian Williams
Waystone Management (UK) Limit
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Manager profile
Ian Williams has spent the past 35 years trading equities, commodities and G7 government bonds, covering sales, research, market making and proprietary trading. He was a member of the London Stock Exchange for many years before joining Chase Manhattan Bank (now JP Morgan). He then worked for Dresdner Kleinwort Benson and Guinness Mahon (now Investec) before Charteris. Ian is a Chartered Fellow of the Chartered Securities Institute.
Total return for Ian Williams
Manager career performance
Rolling Alpha Quartile: Discrete three year periods
Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.
 
Quartile 1
Quartile 2
Quartile 3
Quartile 4
 
 
 
 
 
61-97m
 
 
 
 
 
 
 
 
 
73-109m
 
 
 
 
 
 
 
 
 
85-121m
 
 
 
 
 
 
 
 
 
97-133m
 
 
 
 
 
 
 
 
 
109-145m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Williams

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ian Williams 11.0 -5.2 -4.3 0.7 18.0 19.1 -8.5 -9.3 28.3 -15.2
Peer Group Composite 13.7 -0.8 0.1 14.0 5.7 10.4 -0.3 10.1 17.4 1.6
Over / Under -2.7 -4.4 -4.4 -13.3 12.3 8.7 -8.2 -19.4 10.9 -16.8
Performance vs peer group composite: Ian Williams
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
3 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
7 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
WS Charteris Global Macro Lead manager IA Global since Feb 02 2015 to present
WS Charteris Gold & Precious Metals Lead manager IA Commodity/Natural Resources since Mar 31 2017 to present
WS Charteris Strategic Bond Lead manager IA Sterling Strategic Bond since Nov 01 2017 to present
Funds managed previously
Fund Periods
City Financial Strategic Gilt since Dec 08 2006 to fund close
WS Charteris Premium Income since Mar 01 2018 to fund close
Close Inv Enhanced Gilt since Oct 20 2003 to Jul 31 2006
WS Charteris Property since Jul 10 2014 to Aug 01 2014
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Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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