MoneyAM Fund Centre

Quick Stats

Fund Objective

The Fund aims to deliver a high level of income with potential for capital growth over the long term (5 years or more). Income Target Benchmark - The Fund aims to deliver an annual net target yield of at least 110% of the yield of the MSCI All Countries Asia Pacific Excluding Japan Index.

Fund Managers

Mark Williams

Mark Williams joined Liontrust in October 2011 after they bought Occam. Liontrust launched the Asia Income Fund for the team headed by Mark shortly after they joined. Mark started his career at James Capel Investment Management in 1993 after leaving Cambridge University that year with a Law Degree. He ran global investment mandates for discretionary portfolios in his four years there. In August 1997, Mark left to specialise in Asian investment at Royal Sun Alliance, and remained in the same team for 10 years, which, due to various mergers, ended up under the umbrella of F&C by 2007. During that decade, he managed a number of mandates, including benchmark-measured, investment trusts and peer group funds. In 2000, Mark took over responsibility for the FPI GIP Far East Equity SICAV and then the flagship F&C Pacific Growth Fund, later joining Occam in 2007.

Carolyn Chan

Carolyn Chan joined Liontrust in 2012. She started her career in 1992 with WI Carr Securities, and spent 18 years in Asian equity sales at WI Carr, ING Barings, Citigroup and Daiwa Securities. Carolyn was based in Asia for 14 years before transferring to London in 2007 with Citigroup. Carolyn started managing money in 2010 with Hampton Investment Management.