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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

Ian Williams

Ian Williams

About Ian Williams

Ian Williams was born in 1952 and started his career in 1975 at Capel Cure Myers as a private client investment adviser. From 1979 to 1985 he worked as a stockbroker for various firms before joining Prudential Bache Gilts in 1985 as a director and head of sales. Ian joined Chase Investment Bank in 1987 where he was an associate director and moved to Credit Lyonnais in 1990 where he was a proprietary trader. In 1991 he joined Sanwa International and in 1993 he joined Kleinwort Benson. Ian joined Guiness Mahon in 1996 where he was the director head of the government bond desk before moving to GNI and in 2000 he became the head of the London office at Dolmen Butler Briscoe. Ian later joined Durlacher in 2001 where he was head of fixed income. He is currently the chairman and CEO of Charteris Treasury Portfolio Managers. Ian is a member of the London Stock Exchange and is a Fellow of the Securities Institute.

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Citywire Rating: Not Rated

2009

  • JRated A in Jul 2009
  • ARated A in Aug 2009
  • SRated A in Sep 2009
  • ORated A in Oct 2009
  • NRated A in Nov 2009
  • DRated A in Dec 2009

2010

  • JRated A in Jan 2010
  • FNot rated in Feb 2010
  • MRated A in Mar 2010
  • ARated A in Apr 2010
  • MRated A in May 2010
  • JRated A in Jun 2010
  • JRated A in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ANot rated in Aug 2011
  • SNot rated in Sep 2011
  • ONot rated in Oct 2011
  • NNot rated in Nov 2011
  • DNot rated in Dec 2011

2012

  • JNot rated in Jan 2012
  • FNot rated in Feb 2012
  • MNot rated in Mar 2012
  • ANot rated in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

Performance

over : 30/11/2013 - 30/11/2014
Manager Return
95 Richard Black 0.6%
96 Steven Magill 0.3%
97 Fraser Mackersie -1.8%
97 Simon Moon -1.8%
99 Ian Williams -4.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -2.0% 0.7% -3.7%
2013 4.3% 4.2% -6.4% 7.1% -0.3%
2012 11.3% 6.6% -3.6% 7.0% 1.2%
2011 -4.8% 0.4% -1.0% -11.8% 8.6%
2010 20.6% 5.4% -7.4% 16.4% 6.3%

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Ian Williams: why the Fed and BoE are both wrong on inflation

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Forget gold, how about playing the spike in the silver price?

Charteris Gold manager Ian Williams discusses how to play the spike in the silver price.

Charteris' Williams: 'QE is unlikely to do anything other than generate inflation'

City Financial Strategic Gilt manager and Charteris Treasury Portfolio chief Ian Williams explains why he is backing equities over bonds.

Gilt buying 'lunacy' fuelling the next bubble

Investors may be allocating away from risk assets and pouring money into government bonds, but City Financial Strategic Gilt manager Ian Williams asks exactly how risk-free are gilts?

A-rated Williams anticipates gilt sell-off on budget disappointment

Citywire A-rated Ian Williams, manager of the City Financial Strategic Gilt fund, anticipates two to three weeks of pent up selling to hit the gilt market over the next two to three days.

Can Cameron sell the Lloyds and RBS stakes this year?

Both state-owned banks have recently returned to profit but would the market accept the sale of the government stakes this year.

Wealth Manager Profile: 'Wealth management has become complicated to charge more. We don't do that'

Charteris's star duo Ian Williams and Nick Taylor on how a small firm can take on the industry giants,

...more...

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in GBP)..
Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.