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You are here: Manager factsheet

Mark Williams
Somerset Capital Management LL
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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
 
 
 
 
 
53-89m
 
 
 
 
 
 
 
 
 
65-101m
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
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 4.7 -3.8 -5.2 50.3 -15.2 3.7 2.2 34.4 -8.3 18.9
Peer Group Composite 3.7 -3.5 -6.0 46.9 -12.6 2.9 6.8 34.0 -8.1 19.1
Over / Under 1.0 -0.3 0.8 3.4 -2.6 0.8 -4.6 0.4 -0.2 -0.2
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 6
 
Falling markets
UpDown
Outperformed peer group composite
1 year
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
MI Somerset Asia Income Co-managed IA Asia Pacific Excluding Japan since Mar 05 2012 to present
MI Somerset Emerging Markets Dividend Growth Co-managed IA 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
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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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