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You are here: Manager factsheet

Will Dobbs

Charles Stanley & Co Ltd
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Manager profile
Will joined Charles Stanley in 2011 and is a Fellow of the Chartered Institute for Securities & Investment. He has worked with the Team for four years. Will graduated from Edinburgh University with a History Masters and has completed the Masters in Wealth Management at the Chartered Institute for Securities and Investment (CISI). Will co-runs Your Professional Forum which is a networking and events group for professionals working in the City, and was recently featured in the CISI’s Magazine. He co-manages the Charles Stanley Equity Fund and sits on the group’s Equity Strategy Committee. He also sits on a team that manages private client portfolios worth £400m.
Total return for Will Dobbs
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Will Dobbs

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
Will Dobbs 24.1 1.5 -17.5 24.3 -5.9 17.4 - - - -
Peer Group Composite 17.4 4.0 -12.7 36.0 -15.6 6.8 - - - -
Over / Under 6.7 -2.5 -4.8 -11.7 9.7 10.6 - - - -
Performance vs peer group composite: Will Dobbs
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 6
 
Overall markets
Up
Underperformed peer group composite
3 years
out of a possible 6
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 4
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 2
Funds currently managed
Fund Sole/Co-managed Sector Periods
Charles Stanley Equity Co-managed UT UK All Companies since Aug 01 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
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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