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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

T. Perry Williams

T. Perry Williams

Showing manager performance in Finland View performance globally

Citywire Rating: + rated

2016

  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MRated A in May 2017
  • JRated A in Jun 2017
  • JRated Plus in Jul 2017
  • ARated A in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated Plus in Nov 2017

Performance

Equity - Global
over : 31/10/2016 - 31/10/2017
Rank 32/315 Equity - Global
Manager Return
30 Meret Gaugler 21.0%
30 Johan Utterman 21.0%
32 Sunil H. Thakor 21.0%
32 T. Perry Williams 21.0%
32 David Levanson 21.0%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 10.8% 2.9% 3.2%
2016 3.5% -9.1% 4.6% 11.6% -2.5%
2015 11.8% 15.9% -3.0% -12.2% 13.2%
2014 19.4% 0.8% 3.0% 8.6% 5.9%
2013 21.7% 7.8% -3.3% 12.1% 4.1%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.