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You are here: Manager factsheet

William Lock

 FE fundinfo Alpha Manager
Morgan Stanley Investment Fund, Morgan Stanley Invest Mgmt UK
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Manager profile
William is a portfolio manager and head of the London-based International Equity team. He joined Morgan Stanley in 1994 and has 30 years of investment experience. Prior to joining the firm, he worked at Credit Suisse First Boston’s Corporate Finance Group, and was a management consultant with Arthur D. Little. William received a B.A. in Modern History from Keble College, Oxford. William is a longstanding sponsor of the creative arts, including Glyndebourne Opera.
Total return for William Lock
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
 
 
 
 
 
60-96m
 
 
 
 
 
 
 
 
 
72-108m
 
 
 
 
 
 
 
 
 
84-120m
 
 
 
 
 
 
 
 
 
96-132m
 
 
 
 
 
 
 
 
 
108-144m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : William Lock

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 Lock 14.4 3.2 -5.4 17.7 4.1 14.1 7.0 8.5 24.0 10.8
Peer Group Composite 19.8 2.8 -6.9 27.4 3.6 9.4 1.1 11.5 23.9 4.6
Over / Under -5.4 0.4 1.5 -9.7 0.5 4.7 5.9 -3.0 0.1 6.2
Performance vs peer group composite: William Lock
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
7 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
6 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Morg Stnly Global Brands Lead manager IA Global since Jun 22 2009 to present
MS INVF Global Quality Lead manager IA Global since Aug 01 2013 to present
MS INVF International Resilience Co-managed FO Equity - International since Nov 18 2014 to present
MS INVF Global Brands Equity Income Co-managed FO Equity - International since Apr 29 2016 to present
Morgan Stanley Global Brands Equity Income Co-managed IA Global Equity Income since Aug 30 2016 to present
MS INVF Global Sustain Co-managed FO Equity - Ethical since Jun 29 2018 to present
Funds managed previously
Fund Periods
Morgan Stanley Global Brands since Jun 15 2009 to Apr 08 2021
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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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