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You are here: Manager factsheet

Gervais Williams

Miton, 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. Stockpicking has made a contribution to results, which have not been particularly exposed to falling markets.
Manager profile
Gervais Williams currently manages the Investment Company alongside the Diverse Income Trust, the CF Miton UK Multi Cap Income Fund, CF Miton UK Smaller Companies Fund and is Managing Director of Miton Group plc. Gervais has been an equity portfolio manager since 1985. His career includes 5 years with Throgmorton Investment Management (later part of the Framlington Group), 3 years with Thornton Investment Management (part of Dresdner Bank) and 17 years with Gartmore Group Ltd where he was head of UK Small Companies investing in UK smaller companies and Irish equities. He won Investor of the Year awarded by Grant Thornton at their Quoted Company dinner in both 2009 and 2010. He has sat on two DTI committees on the quoted small cap sector, is a member of the AIM Advisory Council and recently joined the Board of Quoted Companies Alliance.
Total return for Gervais Williams
 
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 : Gervais 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
Gervais Williams 15.2 36.9 16.8 - -3.1 49.0 -31.0 11.0 10.7 29.9
Peer Group Composite 7.2 25.5 16.8 - 14.3 6.3 -27.9 14.8 17.7 39.1
Over / Under 8.0 11.4 0.0 - -17.4 42.7 -3.1 -3.8 -7.0 -9.2
Performance vs peer group composite: Gervais Williams
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
Up
Outperformed peer group composite
4 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
4 years
out of a possible 8
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
The Diverse Income Trust PLC Co-managed IT UK Equity Income since Apr 28 2011 to present
CF Miton UK Multi Cap Income Co-managed UT UK Equity Income since Oct 14 2011 to present
CF Miton UK Smaller Companies Co-managed UT UK Smaller Companies since Dec 14 2012 to present
The Investment Company Co-managed IT UK Equity Income since May 24 2013 to present
PSigma Income Co-managed UT UK Equity Income since Dec 01 2013 to present
Funds managed previously
Fund Periods
Henderson UK & Irish Smaller Companies since Jan 01 1993 to Sep 24 2010
Gartmore Growth Opportunites since Mar 01 1993 to Sep 24 2010
Gartmore Irish Growth PLC since Jun 01 1995 to Sep 24 2010
Miton Income Opportunities Trust plc since Feb 01 2001 to Sep 24 2010
Premier Absolute Growth & Income since Jan 01 2003 to fund close
Miton Income Opportunities Trust plc since Mar 01 2013 to fund close