ELITE CHARTERIS PREMIUM INCOME - Manager
No Bestinvest rating
Find rated uk equity income funds
Average monthly relative returns
|
Bestinvest MRI
|
|
07/08
|
08/09
|
09/10
|
10/11
|
11/12
|
|
3 years
|
5 years
|
Career
|
3 years
|
5 years
|
Career
|
|
–
|
–
|
-0.57%
|
0.31%
|
0.12%
|
|
-0.05%
|
–
|
0.26%
|
62.6%
|
0.0%
|
90.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Ian Williams
 "Photo of Ian Williams")
Williams worked at Prudential Bache as Head of UK Gilts before moving to Chase Manhattan to look after Government Bonds. He went on to join Dresdner Kleinwort Benson and then worked at Guinness Mahon as the Director in charge of all Government bond trading. Williams has been a member of London Stock Exchange since 1981.
Track record
Ian Williams has 3.5 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.26%.
During the worst period of relative performance (from May 2009 - March 2010) there was a decline of 11% relative to the index. The worst absolute loss has been 15%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 90%.
Other funds managed
| |
Start Date |
|
Nov 2008
|
CITY FINANCIAL STRATEGIC GILT A
|
Dec 2006
|
| Periods of worst performance |
|
Absolute
|
-15%
(April 2011 - September 2011)
|
|
Relative
|
-11%
(May 2009 - March 2010)
|
Sector record since
November 2008 (4 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach