Bill Mott | Fund manager factsheet | PSigma Unit Trust Managers Ltd

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FE Trustnet Fund managers

Manager factsheet

Bill Mott
PSigma Unit Trust Managers Ltd
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	FE Trustnet verdict Overall, performing better than the peer group composite. However, over a long track record, the manager has underperformed the peer group more often than not. Good stockpicking has had a material positive impact on results, which have tended to be relatively better in a falling market.

Manager profile

Bill is a founding member of PSigma Asset Management and has invested his own SIPP into the fund. He has aligned his interests with those of our investors and focuses entirely on managing the money. Bill Mott is one of the best known equity income fund managers in the UK market, having spent 30 years at Credit Suisse. Previous to 2003 when he moved to a strategic advisory position; Bill was the day to day fund manager of the company’s two equity income funds, Income and Monthly Income, which were among the best long-term performers in their sector. He has also managed smaller companies, growth and ethical funds with impressive track records. Bill has won several major industry awards during his career to date including Specialist Manager of the Year from “Investment Week” as well as team awards from the Sunday Times. He has a first class honours degree in Chemistry and a PhD in Quantum Physics. Bill is a keen West Ham United fan.

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Bill Mott is a FE Trustnet FE Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 9.7 years

+4%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Bill Mott	17.2	32.9	25.4	4.5	15.1
Peer Group Composite	19.9	33.9	33.1	18.7	31.5
Over / Under	-2.7	-1.0	-7.7	-14.2	-16.4

Total return for Bill Mott

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

0-36m

12-48m

24-60m

36-72m

48-84m

Discrete calendar year performance : Bill Mott

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Bill Mott	17.2	1.7	11.5	23.5	-23.6	-13.1	-	-	-	-
Peer Group Composite	19.9	-1.3	13.1	30.6	-23.9	-11.6	-	-	-	-
Over / Under	-2.7	3.0	-1.6	-7.1	0.3	-1.5	-	-	-	-

Performance vs peer group composite: Bill Mott

How a manager matches up against his peers gives you some idea of how talented he is. 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

2 years

out of a possible 6

Overall markets

Underperformed peer group composite

4 years

out of a possible 6

Rising markets

Outperformed peer group composite

0 years

out of a possible 3

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

PSigma Income	Lead manager	UT UK Equity Income	since Apr 05 2007 to present

Funds managed previously

Fund	Periods

Premier UK Mid 250	since Sep 28 1981 to Dec 16 2001
Premier Income	since Mar 20 2000 to Aug 01 2003
Premier Monthly Income	since Mar 20 2000 to Aug 01 2003
Premier Income	since Aug 01 2009 to Nov 30 2010
Premier Monthly Income	since Aug 01 2009 to Nov 30 2010
Premier UK Alpha Income	since Aug 01 2009 to Nov 30 2010
Premier UK Alpha Growth	since Aug 01 2009 to Apr 30 2010

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