Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.
Please see terms and conditions for restrictions on use of Citywire's Fund Manager database.

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

William Davies

William Davies

About William Davies

Threadneedle place tremendous faith in the team-based approach and as head of the firm's European equity team, William Davies combines his individual flair with strong support from the group's pan-European equity team. Davies gels these components for his only retail fund, the Threadneedle European fund. He controls risk by ensuring 60% of the fund's assets are invested in Threadneedle's core stock list of favoured major European companies and has the freedom to invest the remaining 40% in companies of his own choice. Born in May 1963, Davies was educated at Windsor Boys School and went on to gain an Economics degree from Exeter University. He started his investment career with Hambros Bank in 1985 and joined Eagle Star in 1993, which later formed part of Threadneedle. Davies also runs the Allied Dunbar Europe fund which is domiciled in the Isle of Man.

Are you William Davies?

Citywire Rating: Not Rated

2002

  • SRated A in Sep 2002
  • ORated AA in Oct 2002
  • NRated AA in Nov 2002
  • DRated A in Dec 2002

2003

  • JRated A in Jan 2003
  • FNot rated in Feb 2003
  • MNot rated in Mar 2003
  • ANot rated in Apr 2003
  • MNot rated in May 2003
  • JNot rated in Jun 2003
  • JNot rated in Jul 2003
  • ANot rated in Aug 2003
  • SNot rated in Sep 2003
  • ONot rated in Oct 2003
  • NRated A in Nov 2003
  • DNot rated in Dec 2003

2004

  • JNot rated in Jan 2004
  • FRated A in Feb 2004
  • MNot rated in Mar 2004
  • ANot rated in Apr 2004
  • MNot rated in May 2004
  • JNot rated in Jun 2004
  • JNot rated in Jul 2004
  • ANot rated in Aug 2004
  • SNot rated in Sep 2004
  • ONot rated in Oct 2004
  • NNot rated in Nov 2004
  • DNot rated in Dec 2004

2005

  • JNot rated in Jan 2005
  • FNot rated in Feb 2005
  • MNot rated in Mar 2005
  • ANot rated in Apr 2005
  • MNot rated in May 2005
  • JNot rated in Jun 2005
  • JNot rated in Jul 2005
  • ANot rated in Aug 2005
  • SNot rated in Sep 2005
  • ONot rated in Oct 2005
  • NNot rated in Nov 2005
  • DNot rated in Dec 2005

2006

  • JNot rated in Jan 2006
  • FNot rated in Feb 2006
  • MNot rated in Mar 2006
  • ANot rated in Apr 2006
  • MNot rated in May 2006
  • JNot rated in Jun 2006
  • JNot rated in Jul 2006
  • ANot rated in Aug 2006
  • SNot rated in Sep 2006
  • ONot rated in Oct 2006
  • NNot rated in Nov 2006
  • DNot rated in Dec 2006

2007

  • JNot rated in Jan 2007
  • FNot rated in Feb 2007
  • MNot rated in Mar 2007
  • ANot rated in Apr 2007
  • MNot rated in May 2007
  • JNot rated in Jun 2007
  • JNot rated in Jul 2007
  • ANot rated in Aug 2007
  • SNot rated in Sep 2007
  • ONot rated in Oct 2007
  • NNot rated in Nov 2007
  • DNot rated in Dec 2007

2008

  • JNot rated in Jan 2008
  • FNot rated in Feb 2008
  • MNot rated in Mar 2008
  • ANot rated in Apr 2008
  • MNot rated in May 2008
  • JNot rated in Jun 2008
  • JNot rated in Jul 2008
  • ANot rated in Aug 2008
  • SNot rated in Sep 2008
  • ONot rated in Oct 2008
  • NNot rated in Nov 2008
  • DNot rated in Dec 2008

2009

  • JNot rated in Jan 2009
  • FNot rated in Feb 2009
  • MNot rated in Mar 2009
  • ANot rated in Apr 2009
  • MNot rated in May 2009
  • JNot rated in Jun 2009
  • JRated A in Jul 2009
  • ANot rated in Aug 2009
  • SNot rated in Sep 2009
  • ONot rated in Oct 2009
  • NNot rated in Nov 2009
  • DNot rated in Dec 2009

2010

  • JNot rated in Jan 2010
  • FNot rated in Feb 2010
  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated 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
  • DRated A in Dec 2010

2011

  • JNot rated in Jan 2011
  • FNot rated in Feb 2011
  • MNot rated in Mar 2011
  • ANot rated in Apr 2011
  • MNot rated in May 2011
  • JNot rated in Jun 2011
  • JNot rated in Jul 2011
  • ANot rated in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated A 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
  • SRated A in Sep 2013
  • ORated Plus 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

Performance

Equity - Global Equities
over : 31/10/2013 - 31/10/2014

Total Return

Month by Month Performance

Quarterly Performance

to 31/10/2014 Annual Q1 Q2 Q3 Q4
2014 5.0% -1.9% 1.8% 3.4% 1.6%
2013 25.9% 16.9% 0.0% 1.2% 6.4%
2012 7.8% 10.4% -6.7% 3.8% 0.8%
2011 3.6% 3.6%

Related News

Can clockwork Japan embrace Abenomics?

A recent trip to Japan exposed some of the hurdles a nation stuck in a conservative mindset has to jump for 'Abenomics' to really succeed.  

L&G Investments reunite SLI global equity duo with Threadneedle hire

Threadneedle's Esther Perkins joins forces with fellow former Standard Life Investments colleague Lance Phillips, who was hired by L&G to grow the firm's active global equity proposition.  

Who is in and who is out in the latest Citywire Selection

After our fourth formal review, Citywire head of research Jonathan Miller talks through the latest ins and outs in Citywire Selection, the guide to our best investment ideas.

Who runs what? Threadneedle reveals post LV= fund line up

All 25 of the LV= vehicles will be rebranded under the Threadneedle banner with the likes of Paul Kim, Richard Timberlake and Graham Ashby among those not moving across the Threadneedle.  

Threadneedle chairman Simon Davies to retire

Threadneedle Investments executive chairman Simon Davies will retire from the company in June 2012 after a 16 year spell with the firm.   

Does election make Germany a buy?

Are investors over-estimating the impact of potential tax cuts associated with Germany's new centre-right coalition?

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.