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

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William Lam

William Lam

Showing manager performance in United Kingdom View performance globally

About William Lam

With more than 20 year’s experience in the industry, William Lam joined Invesco Perpetual in 2006 as an Asian equity fund manager. Prior to this role, he was a global investment analyst for Orbis Investment Advisory Ltd. Today, William manages the Invesco Perpetual Pacific and the Invesco Pacific Equity funds. William is a CFA Charterholder and graduated from Oxford University with an MA in Psychology and Philosophy.

Invests in own strategies

Runs institutional money

Are you William Lam?

Citywire Rating: AA rated

2016

  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated A in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated A in Nov 2016
  • DRated Plus in Dec 2016

2017

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

2018

  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018
  • ARated AA in Apr 2018
  • MRated AA in May 2018
  • JRated A in Jun 2018
  • JRated AA in Jul 2018
  • ARated AA in Aug 2018
  • SRated AA in Sep 2018
  • ORated AA in Oct 2018
  • NRated AA in Nov 2018
  • DRated AA in Dec 2018

Performance

over : 30/11/2015 - 30/11/2018

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5% 3.2% 0.3%
2017 26.8% 10.1% 3.5% 2.0% 9.1%
2016 27.7% 1.9% 7.5% 13.2% 3.0%
2015 2.1% 9.0% -3.3% -13.0% 11.3%
2014 5.4% -4.5% 5.5% 3.8% 0.8%

Related News

Invesco Perpetual veterans Parks and Newman to retire

Invesco Perpetual’s veteran fund managers Stuart Parks and Dean Newman are set to retire from the industry next year.

William Lam's contrarian opportunities in Asia

Investors often focus on economic growth when buying into the region, but the Invesco Perpetual Asian fund manager has a different view.

Investors remain sanguine on South Korean tensions

The threat of nuclear war did not seemed to overly worry investors in South Korea this year, with the index returning an impressive 18.6% YTD.

How four fund managers are playing Asia

We asked four fund managers how they are approaching the region.

Invesco Perpetual promotes A-rated Lam to sole manager of Asian fund

Citywire A-rated Lam has outperformed the benchmark by 6.7% a year since 2009, according to Invesco Perpetual.

Invesco Perpetual promotes duo in Asian equity restructure

Tim Dickson become sole manager of the Invesco Perpetual Asian Equity Income fund, while William Lam will co-manage the Asian fund alongside  Stuart Parks.  

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.