To continue using this website, please tell us a
little about yourself:

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 on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here




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

How are you reacting to the recent changes to Stewart Investors’ flagship funds?

Considering selling
Doing nothing
Considering buying


You are here: Manager factsheet

Gervais Williams

Miton Asset Management
pdfIcon Manager factsheet pdf    rss feed RSS Feed
FE Trustnet verdict
Overall, performing better than the peer group composite. Over a long track record, the manager has outperformed 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
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 13.4 9.1 43.7 21.2 -6.3 -1.8 69.7 -40.3 7.1 22.3
Peer Group Composite 7.9 2.4 30.3 12.0 -3.4 15.9 31.8 -43.9 12.0 30.2
Over / Under 5.5 6.7 13.4 9.2 -2.9 -17.7 37.9 3.6 -4.9 -7.9
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
Outperformed peer group composite
6 years
out of a possible 10
Overall markets
Underperformed peer group composite
4 years
out of a possible 10
Rising markets
Outperformed peer group composite
5 years
out of a possible 8
Falling markets
Outperformed peer group composite
1 year
out of a possible 2
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
Miton 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
Miton Income Opportunities Trust plc since Mar 01 2013 to fund close
Data provided by FE. Care has been taken to ensure that the information is correct, but FE 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.