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You are here: Manager factsheet

Jack Willis
Liontrust Global Funds plc, Liontrust
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Manager profile
Jack Willis joined Liontrust in April 2017 as part of the company's acquisition of Alliance Trust Investments. He started his career on the Alliance Trust Management training programme in September 2014 after graduating with First Class Honours in Mathematics with Finance from the University of Leeds and subsequently completing an MSc in Finance and Investment with Distinction, also at the University of Leeds. Following a successful period as a credit analyst within the team, he is now Co-manager on the Liontrust Monthly Income Bond Fund, Sustainable Future Corporate Bond Fund and GF Sustainable Future European Corporate Bond Fund. Jack is a CFA Charterholder.
Total return for Jack Willis
Manager career performance
Discrete calendar year performance : Jack Willis

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
Jack Willis 10.5 4.8 -18.3 -0.4 - - - - - -
Peer Group Composite 8.7 4.3 -16.5 0.2 - - - - - -
Over / Under 1.8 0.5 -1.8 -0.6 - - - - - -
Performance vs peer group composite: Jack Willis
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
2 years
out of a possible 4
 
Overall markets
Up
Underperformed peer group composite
2 years
out of a possible 4
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 3
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust GF Sustainable Future European Corporate Bond Co-managed FO Fixed Int - EUR Corporate Bond since Apr 01 2021 to present
Liontrust Sustainable Future Corporate Bond Co-managed IA Sterling Corporate Bond since Apr 01 2021 to present
Liontrust Sustainable Future Monthly Income Bond Co-managed IA Sterling Corporate Bond since Mar 31 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
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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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Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

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