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You are here: Manager factsheet

Mark Williams

Liontrust Fund Partners LLP, Liontrust Global Funds plc
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FE Trustnet verdict
Overall, performing worse than the peer group composite. Over a long track record, the manager has under-performed the peer group more often than not. Poor stock picking has had a material downward effect on results, which have not been particularly exposed to falling markets.
Manager profile
Mark Williams joined Liontrust in October 2011 after they bought Occam. Liontrust launched the Asia Income Fund for the team headed by Mark shortly after they joined. Mark started his career at James Capel Investment Management in 1993 after leaving Cambridge University that year with a Law Degree. He ran global investment mandates for discretionary portfolios in his four years there. In August 1997, Mark left to specialise in Asian investment at Royal Sun Alliance, and remained in the same team for 10 years, which, due to various mergers, ended up under the umbrella of F&C by 2007. During that decade, he managed a number of mandates, including benchmark-measured, investment trusts and peer group funds. In 2000, Mark took over responsibility for the FPI GIP Far East Equity SICAV and then the flagship F&C Pacific Growth Fund, later joining Occam in 2007.
Total return for Mark Williams
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
 
 
 
 
 
1-37m
 
 
 
 
 
 
 
 
 
13-49m
 
 
 
 
 
 
 
 
 
25-61m
 
 
 
 
 
 
 
 
 
37-73m
 
 
 
 
 
 
 
 
 
49-85m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Mark 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
Mark Williams 5.8 3.2 14.8 20.9 2.0 1.4 15.9 -17.0 -1.1 9.7
Peer Group Composite 6.4 4.8 21.1 17.5 0.2 7.1 12.6 -2.7 6.0 14.9
Over / Under -0.6 -1.6 -6.3 3.4 1.8 -5.7 3.3 -14.3 -7.1 -5.2
Performance vs peer group composite: Mark 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 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Liontrust Asia Income Co-managed UT Asia Pacific Excluding Japan since Mar 05 2012 to present
Liontrust GF Asia Income Co-managed FO Equity - Asia Pacific ex Japan since May 13 2015 to present
Funds managed previously
Fund Periods
Liontrust Asia since Sep 09 2008 to fund close
BMO Pacific Equity since Sep 01 2004 to Sep 30 2007
Liontrust Asia Absolute Return since Dec 01 2009 to fund close
F&C Asia Pacific Dynamic since Dec 06 2005 to Jul 31 2007
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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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