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You are here: Manager factsheet

Ian Willings

Apollo Asset Management
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Manager profile
Ian started his investment career in June 2000 as an investment analyst for RP Hodson (Asset Management). In July 2001 he moved to London to become a retail analyst with Insight Investments, part of the HBOS group supplying technical data to clients and fund managers. In 2004 he took up the opportunity to join TT International as a client service analyst where he worked directly with the senior partners of the investment allocation team with primary responsibility to communicate that strategy to clients. He was also responsible for running client’s model portfolio’s, which mirrored one of TT’s active European equity accounts. In June 2006 Ian joined Stephens Fund Management as an Investment Manager where his primary responsibility was t to actively manage the central model portfolios around which all client portfolios are based. Ian is CFA qualified.
Total return for Ian Willings
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
 
 
 
 
 
 
 
 
 
77-113m
 
 
 
 
 
 
 
 
 
89-125m
 
 
 
 
 
 
 
 
 
101-137m
 
 
 
 
 
 
 
 
 
Discrete calendar year performance : Ian Willings

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
Ian Willings 3.0 -5.6 3.1 24.6 -17.0 -3.0 3.4 14.2 -3.9 6.4
Peer Group Composite 9.1 -4.7 4.2 23.0 -7.3 3.2 1.2 15.1 -2.8 9.2
Over / Under -6.1 -0.9 -1.1 1.6 -9.7 -6.2 2.2 -0.9 -1.1 -2.8
Performance vs peer group composite: Ian Willings
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
2 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
8 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
2 years
out of a possible 7
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 3
Funds currently managed
Fund Sole/Co-managed Sector Periods
FP Apollo Multi Asset Balanced Co-managed UT Mixed Investment 20-60% Shares since Nov 26 2008 to present
FP Apollo Multi Asset Cautious Co-managed (deputy) UT Mixed Investment 20-60% Shares since Nov 27 2008 to present
FP Apollo Multi Asset Adventurous Lead manager UT Flexible Investment since Jun 01 2011 to present
Funds managed previously
Fund Periods
FP Frontier MAP Balanced since Sep 01 2017 to fund close
FP Apollo Multi Asset Defensive since Jun 01 2011 to fund close
AMAM Cautious since Oct 31 2013 to fund close
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.

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