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You are here: Manager factsheet

Gervais Williams

Miton Trust Managers Limited, Miton Asset Management
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FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed the peer group more often than not. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Gervais Williams joined Miton Group plc in 2011. He manages a number of funds and trusts that aggregate to over £1bn. He is also Senior Executive Director at Miton Group plc. His fund management career extends over 30 years including 17 years at Gartmore Group Ltd, where he was head of UK Small Companies investing in UK smaller companies and Irish equities. Gervais is a member of the AIM Advisory Council, chairman of the Quoted Companies Alliance and a board member of The Investment Association. He is also on the EU Taskforce reviewing why the number of smaller IPOs has declined over recent decades. Gervais Williams published his first book 'Slow Finance' in the autumn of 2011, and his second book 'The Future is Small' was published in November 2014. His most recent book 'The Retreat of Globalisation' was published in December 2016. Gervais is Fund Manager of the CF Miton UK Multi Cap Income Fund, CF Miton UK Smaller Companies Fund, Miton Income Fund, Diverse Income Trust plc, The Investment Company plc and Miton UK MicroCap Trust plc. He was awarded Fund Manager of the Year 2014 by What Investment.
Total return for Gervais 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
Discrete calendar year performance : Gervais 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
Gervais Williams 9.5 7.9 8.8 16.0 37.3 19.9 - -3.1 49.0 -31.0
Peer Group Composite 15.2 9.9 5.8 7.3 25.5 16.8 - 14.3 6.3 -27.9
Over / Under -5.7 -2.0 3.0 8.7 11.8 3.1 - -17.4 42.7 -3.1
Performance vs peer group composite: Gervais 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
Outperformed peer group composite
5 years
out of a possible 9
Overall markets
Underperformed peer group composite
4 years
out of a possible 9
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
The Diverse Income Trust PLC Co-managed IT UK Equity Income since Apr 28 2011 to present
CF Miton UK Multi Cap Income Co-managed UT UK Equity Income since Oct 14 2011 to present
CF Miton UK Smaller Companies Co-managed UT UK Smaller Companies since Dec 14 2012 to present
Miton The Investment Company Co-managed IT UK Equity Income since May 24 2013 to present
Miton UK MicroCap Trust PLC Co-managed IT UK Smaller Companies since Apr 30 2015 to present
Funds managed previously
Fund Periods
Henderson UK & Irish Smaller Companies since Jan 01 1993 to Sep 24 2010
Gartmore Growth Opportunites since Mar 01 1993 to Sep 24 2010
Gartmore Irish Growth PLC since Jun 01 1995 to Sep 24 2010
Miton Income Opportunities Trust plc since Feb 01 2001 to Sep 24 2010
FP Miton Income since Dec 01 2013 to Jul 15 2017
Miton Income Opportunities Trust plc since Mar 01 2013 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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