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William Calvert

William Calvert

Showing manager performance in Guernsey View performance globally

About William Calvert

William Calvert was born in 1960 in England and was educated at Marlborough College, Wiltshire, and Bristol University, graduating with a BSc in economics. With over 20 years of experience in the financial industry, William began his career at English Trust in 1982 as a fund manager. He later had spells at Municipal Mutual in 1989 and Citibank in 1993 working as a fund manager. In 1993, he joined LCF Edmond De Rothschild where he was part of the country fund broking team. In 1997, William was recruited by Framlington (now AXA Framlington) to head up the emerging markets fund management desk where he worked on both dedicated emerging markets portfolios and as part of the global investment team. As an extension of his international skills, William joined the US equity team, in 2000, where he was responsible for the management of US large cap portfolios. He then moved to Polar Capital in 2010 where he runs emerging market equity funds. William lists golf, shooting, tennis, rugby and bridge among his interests outside fund management.

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Citywire Rating: Not Rated

2013

  • SRated A in Sep 2013
  • ORated AA in Oct 2013
  • NRated AA in Nov 2013
  • DRated AA in Dec 2013

2014

  • JRated A in Jan 2014
  • FRated A in Feb 2014
  • MRated A in Mar 2014
  • ARated A in Apr 2014
  • MRated A in May 2014
  • JRated AA in Jun 2014
  • JRated A in Jul 2014
  • ARated A in Aug 2014
  • SRated Plus in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated A in Feb 2015
  • MRated Plus in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ONot rated in Oct 2015
  • NNot rated in Nov 2015
  • DNot rated in Dec 2015

2016

  • JNot rated in Jan 2016
  • FNot rated in Feb 2016
  • MNot rated in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated 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
  • MNot rated in May 2017
  • JNot rated in Jun 2017
  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017

Performance

Equity - Global Emerging Markets
over : 30/09/2016 - 30/09/2017

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.0% 0.5% 0.7%
2016 29.8% 7.3% 8.8% 10.5% 0.6%
2015 -13.1% 3.8% -6.4% -12.8% 2.6%
2014 5.2% -2.1% 4.9% 0.9% 1.5%
2013 -4.6% 5.3% -4.8% -4.3% -0.5%
2012 6.4%

Related News

Post sell-off picks: top selectors on how to ride EM volatility

Fund selectors reveal whether they’ve been bargain hunting in the aftermath of the sell-off or giving the region a wide berth.

Infrastructure new income hot spot for Polar Capital's EM star

William Calvert finds an alternative to the well-trodden consumer story in Brazil.

The most consistent global EM equity managers revealed

The endurance elite of the last five years in emerging markets have a couple of newcomers among its leading managers.

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.