PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

William Lough
River Global Investors LLP
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Will graduated from the University of Oxford with a First-Class Honours Degree in Modern History, before joining RAMAM as an equity analyst in 2009. In 2013 he was promoted to Director of Research and in 2014 became alternate Portfolio Manager on Hugh Sergeant’s Recovery and High Alpha strategies. Will is currently the lead Portfolio Manager on the UK Dynamic Equity and Global Sustainable Opportunities Strategies and co-manager on the Global High Alpha Strategy.
Total return for William Lough
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
 
 
 
 
 
 
 
 
 
24-60m
 
 
 
 
 
 
 
 
 
36-72m
 
 
 
 
 
 
 
 
 
48-84m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : William Lough

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
William Lough 14.5 -4.4 3.1 40.1 -18.5 1.9 - - - -
Peer Group Composite 13.4 -2.4 6.7 35.2 -19.0 3.5 - - - -
Over / Under 1.1 -2.0 -3.6 4.9 0.5 -1.6 - - - -
Performance vs peer group composite: William Lough
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
ES R&M UK Dynamic Equity Co-managed UT UK All Companies since Apr 03 2018 to present
ES R&M ES River and Mercantile Global Alpha Fund Co-managed UT Global since Jan 01 2021 to present
R&M Global Sustainable Opportunities Co-managed FO Equity - Ethical since Jul 06 2022 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Fundsmith or Baillie Gifford: Which should you pick for small-cap exposure? By Jean-Baptiste Andrieux  25-Apr-2024
Sector The best investment trusts to add to your pension, according to the experts By Jonathan Jones  23-Apr-2024
Sector F&C vs Alliance Trust: Which core global equity trust should you pick? By Jean-Baptiste Andrieux  18-Apr-2024
Group Why the size of investment trusts matters to investors By Jean-Baptiste Andrieux  17-Apr-2024
Sector The 'purest' trust to buy if you're bullish on Scottish Mortgage's private companies By Matteo Anelli  17-Apr-2024
Sector Land of the rising Nikkei By James Carthew  15-Apr-2024
Sector Mid Wynd’s new managers: These companies ‘break economics’ By Matteo Anelli  10-Apr-2024
Sector The best and worst funds and trusts in March By Jean-Baptiste Andrieux  02-Apr-2024
Sector Terry Smith might invest in a bank: Is it time for a fresh look at the sector? By Jean-Baptiste Andrieux  25-Mar-2024
Sector Could an activist investor bring an end to Scottish Mortgage’s ‘bonkers ideas’? By Gary Jackson  22-Mar-2024
Sector The trust with an even bigger buyback programme than Scottish Mortgage By Emma Wallis  20-Mar-2024
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.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2024. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc