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You are here: Manager factsheet

Bill McQuaker

Fidelity International (FIL In
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FE Trustnet verdict
Overall, performing about the same as the peer group composite. Nevertheless, over a long track record, the manager has outperformed the peer group more often than not. stock picking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Bill joined Fidelity Multi Asset in October 2016. He has three decades of investment experience, joining Fidelity from Henderson Global Investors, where he was Head of Multi Asset. Before this, Bill worked at Credit Suisse, where he held roles in European equity strategy and quantitative research. Over his extensive career, Bill has developed a rigorous and disciplined investment approach. He has a deep understanding of asset class behaviour, and substantial experience in managing multi asset investment strategies to deliver specific outcomes for clients.Bill graduated from Edinburgh University in 1985, with a BComm degree in Business.
Total return for Bill McQuaker
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
 
 
 
 
 
3-39m
 
 
 
 
 
 
 
 
 
15-51m
 
 
 
 
 
 
 
 
 
27-63m
 
 
 
 
 
 
 
 
 
39-75m
 
 
 
 
 
 
 
 
 
51-87m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Bill McQuaker

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
Bill McQuaker 5.3 4.3 3.5 9.0 -1.4 4.9 8.8 7.5 -7.0 6.3
Peer Group Composite 3.6 6.5 4.8 16.6 -1.9 2.4 8.2 4.7 -7.6 4.6
Over / Under 1.7 -2.2 -1.3 -7.6 0.5 2.5 0.6 2.8 0.6 1.7
Performance vs peer group composite: Bill McQuaker
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
5 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
2 years
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Fidelity Multi Asset Open Adventurous Co-managed UT Flexible Investment since Jan 11 2017 to present
Fidelity Multi Asset Open Defensive Co-managed UT Mixed Investment 0-35% Shares since Jan 11 2017 to present
Fidelity Multi Asset Open Growth Co-managed UT Mixed Investment 40-85% Shares since Jan 11 2017 to present
Fidelity Multi Asset Open Strategic Co-managed UT Mixed Investment 20-60% Shares since Jan 11 2017 to present
Fidelity Open World Co-managed UT Global since Jan 11 2017 to present
Funds managed previously
Fund Periods
Janus Henderson Diversified Growth since Feb 28 2011 to Aug 31 2016
HC Verbatim Portfolio 3 since Feb 03 2011 to Feb 29 2016
HC Verbatim Portfolio 7 since Feb 03 2011 to Feb 29 2016
Janus Henderson Multi Manager Growth since Jul 01 2005 to fund close
Janus Henderson Total Return since Sep 01 2006 to fund close
Janus Henderson Core 3 Income since Sep 24 2012 to Apr 29 2013
Janus Henderson Core 5 Income since Sep 24 2012 to Apr 29 2013
Gartmore MultiManager Active since Apr 25 2011 to fund close
Gartmore MultiManager Balanced since Apr 25 2011 to fund close
Gartmore MultiManager Cautious since Apr 25 2011 to fund close
Janus Henderson American Portfolio since Feb 02 2011 to fund close
Janus Henderson Asia Portfolio since Feb 02 2011 to fund close
Janus Henderson European Portfolio since Feb 02 2011 to fund close
Janus Henderson Multi Manager Balanced since Feb 02 2011 to fund close
Janus Henderson Multi Manager Tactical since Feb 02 2011 to fund close
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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