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You are here: Manager factsheet

Ian Mortimer

Guinness Asset Management Ltd, Pacific Asset Management, Waystone Fund Services (UK) Li
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Manager profile
Role: Ian is portfolio manager on the Guinness Global Equity Income strategy and the Guinness Global Innovators strategy. Joined Guinness: 2006 Prior to Guinness: Ian completed a D.Phil. in experimental physics at Christ Church, University of Oxford in 2006. Education: Ian graduated from University College London with a First Class Honours Master’s degree in Physics in 2003. He is a CFA Charterholder.
Total return for Ian Mortimer
Discrete calendar year performance : Ian Mortimer

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
Ian Mortimer 19.7 8.1 8.8 22.7 7.3 1.8 3.9 33.1 0.6 5.1
Peer Group Composite 14.9 2.4 2.4 23.7 3.9 0.1 5.1 29.3 -2.2 9.4
Over / Under 4.8 5.7 6.4 -1.0 3.4 1.7 -1.2 3.8 2.8 -4.3
Performance vs peer group composite: Ian Mortimer
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
7 years
out of a possible 10
Overall markets
Underperformed peer group composite
3 years
out of a possible 10
Rising markets
Outperformed peer group composite
6 years
out of a possible 9
Falling markets
Outperformed peer group composite
1 year
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
Guinness Global Equity Income Co-managed IA Global Equity Income since Dec 31 2010 to present
Guinness Global Innovators Co-managed IA Global since Oct 31 2014 to present
dVAM Global Equity Income PCP Co-managed FO Equity - International since Jan 16 2019 to present
WS Guinness Global Equity Income Co-managed IA Global Equity Income since Nov 09 2020 to present
WS Guinness Global Innovators Co-managed IA Global since Dec 30 2022 to present
Funds managed previously
Fund Periods
Guinness European Equity Income since Dec 19 2013 to Sep 30 2020
Guinness Global Energy since Mar 28 2008 to Sep 09 2013
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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