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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 globally. You can view performance in individual jurisdictions.

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


  • 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


  • 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


  • JRated AA in Jan 2018
  • FRated AA in Feb 2018
  • MRated AA in Mar 2018


over : 28/02/2017 - 28/02/2018

Total Return

Month by Month Performance

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 48.2% 16.2% 9.2% 5.7% 10.5%
2016 14.8% 2.6% 1.1% 14.0% -2.9%
2015 0.2% -18.2% 7.9%

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