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You are here: Manager factsheet

William Lam

 FE fundinfo Alpha Manager
Invesco Fund Managers Ltd, Invesco Management S.A.
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Manager profile
Based in Henley-on-Thames, William is Co-Head of our Asian & Emerging Markets Equity team. He manages the Invesco Asian Fund (UK) and co-manages the Invesco Pacific Fund (UK) and the Invesco Global Emerging Markets Fund (UK). William began his investment career in 2001 at Orbis Investment Advisory Limited as a global investment analyst before joining the Henley-based Investment Centre’s Asian Equities team in May 2006. He holds an MA in Psychology and Philosophy from Oxford University and an MSc in Music Technology from York University. He qualified as a chartered accountant in 2001 and became a CFA Charterholder in 2004.
Total return for William Lam
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 : William Lam

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
William Lam 16.4 2.7 0.6 3.9 15.0 5.0 -4.5 26.6 35.4 -4.4
Peer Group Composite 12.9 -2.9 -9.0 5.7 16.4 8.9 -2.7 20.6 28.0 -1.9
Over / Under 3.5 5.6 9.6 -1.8 -1.4 -3.9 -1.8 6.0 7.4 -2.5
Performance vs peer group composite: William Lam
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
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
Invesco Pacific (UK) Co-managed IA Asia Pacific Including Japan since May 01 2013 to present
Invesco Asian (UK) Lead manager IA Asia Pacific Excluding Japan since Apr 01 2015 to present
Invesco Asian Equity Co-managed FO Equity - Asia Pacific ex Japan since Sep 28 2018 to present
Invesco Emerging Markets Equity Co-managed FO Equity - Emerging Markets since Sep 28 2018 to present
Invesco Global Emerging Markets (UK) Co-managed IA Global Emerging Markets since Sep 28 2018 to present
Funds managed previously
Fund Periods
Invesco Pacific Equity since May 31 2013 to Jan 30 2024
Invesco Emerging Markets ex-China Equity since Sep 10 2018 to Jan 31 2024
Invesco Emerging Markets ex China (UK) since Mar 31 2022 to Jan 31 2024
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Group Mixed asset, equity income and Trump trades: The funds that investors have been eyeing in 2024’s second half By Gary Jackson  15-Nov-2024
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Group How will US equity markets behave during Trump’s second term? By Emma Wallis  08-Nov-2024
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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