PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Mark Williams
Apex Fundrock Ltd
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Mark Williams is Co-Manager of the Somerset Emerging Markets Dividend Growth and Somerset Asia Income Funds. He joined Somerset Capital in 2020 from Liontrust Investment Partners where he was Head of Asia Pacific Equities and Co-Manager of the Liontrust Asia Income Fund, which he launched with Carolyn Chan and Shashank Savla in 2012. Prior to Liontrust he specialised in Asian Equity mandates at Occam and F&C where he ran the flagship Asia Pacific Growth Funds. Mark has over 27 years’ portfolio management experience.
Total return for Mark Williams
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 : 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 12.9 7.6 -19.7 23.0 0.8 14.7 -10.4 10.5 38.0 -3.8
Peer Group Composite 16.4 5.4 -18.3 13.0 8.8 13.3 -9.6 15.1 35.5 -5.5
Over / Under -3.5 2.2 -1.4 10.0 -8.0 1.4 -0.8 -4.6 2.5 1.7
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
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
4 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Polen Capital Asia Income Co-managed UT Asia Pacific Excluding Japan since Mar 05 2012 to present
MI Polen Capital Emerging Markets Dividend Growth Co-managed UT Global Emerging Markets since Nov 01 2020 to present
Funds managed previously
Fund Periods
Liontrust GF Asia Income since May 13 2015 to fund close
Liontrust Asia since Sep 09 2008 to fund close
CT Asia Pacific Equity since Sep 01 2004 to Sep 30 2007
F&C Asia Pacific Dynamic since Dec 06 2005 to Jul 31 2007
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Emerging markets open new doors for dividend investors By Omar Negyal  18-Nov-2024
Sector Brazil's sanitation sector offers substantial growth opportunities By Charles Jillings  13-Nov-2024
Sector Invesco Asia and abrdn’s Asia Dragon trusts to merge By Matteo Anelli  28-Oct-2024
Sector High-risk investment trusts worth adding to your portfolio By Jonathan Jones  17-Oct-2024
Sector The best investment trust managers you might not know yet By Emma Wallis  04-Oct-2024
Sector Two-fund portfolios: The core/satellite approach By Matteo Anelli  30-Sep-2024
Sector FE fundinfo Alpha Manager of the Year Robin Parbook on 35 years of Asian equity investing By Schroders  17-Sep-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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc