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You are here: Manager factsheet

Will James
Guinness Asset Management Ltd, Waystone Fund Services (UK) Li
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Will is a portfolio manager on the Guinness European Equity Income strategy. Joined Guinness: 2023. Prior to joining Guinness, Will was manager of the Premier Miton European Equity Income Fund from 06 April 2021 to 29 June 2023. He began his investment career at Adam Investment Management where he managed the CF Adam Worldwide Fund from 31 May 2004 to 31 January 2007. In 2009 he launched the Standard Life Investments Europe ex-UK Equity Income Fund which he managed from 30 April 2009 to 31 October 2020. Education: Will graduated from Edinburgh University with a Master’s degree in French and Business. He is a CFA Charterholder, holds the Securities Institute Diploma, and has passed the CFA Certificate in ESG Investing.
Total return for Will James
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 : Will James

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
Will James - 7.8 -7.6 - 8.4 11.5 -8.9 20.1 11.3 0.8
Peer Group Composite - 6.6 -7.0 - 9.0 11.6 -7.1 23.7 11.0 5.0
Over / Under - 1.2 -0.6 - -0.6 -0.1 -1.8 -3.6 0.3 -4.2
Performance vs peer group composite: Will James
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 8
 
Overall markets
Up
Underperformed peer group composite
6 years
out of a possible 8
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Guinness European Equity Income Co-managed IA Europe Excluding UK since Jan 15 2024 to present
WS Guinness European Equity Income Co-managed IA Europe Excluding UK since Jan 15 2024 to present
Funds managed previously
Fund Periods
abrdn Europe ex UK Income Equity since Apr 03 2009 to Oct 31 2020
Standard Life Investments Continental European Equity Income since Mar 11 2014 to Dec 31 2020
WS Adam Worldwide since Jun 01 2004 to Jan 31 2007
Premier Miton European Equity Income since Sep 06 2021 to fund close
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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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