SANTANDER BALANCED PORTFOLIO GROWTH - Manager
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
Average monthly relative returns
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Bestinvest MRI
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07/08
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08/09
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09/10
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10/11
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11/12
|
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3 years
|
5 years
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Career
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3 years
|
5 years
|
Career
|
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-0.08%
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0.49%
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-0.62%
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-0.21%
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0.14%
|
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-0.23%
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-0.05%
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-0.18%
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31.9%
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60.6%
|
27.4%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Ken Wood
Ken Wood is a UK Equity Manager with sectorial responsibilities.
Track record
Ken Wood has 13.1 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.18%.
During the worst period of relative performance (from December 1999 - February 2011) there was a decline of 34% relative to the index. The worst absolute loss has been 40%.
Other funds managed
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Start Date |
SANTANDER BALANCED PORTFOLIO GROWTH
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Mar 1999
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| Periods of worst performance |
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Absolute
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-40%
(August 2000 - January 2003)
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|
Relative
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-34%
(December 1999 - February 2011)
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Sector record since
April 1999 (13 yrs)
About the MRI
Our unique indicator: the Bestinvest Manager Record Index (MRI) measures the likelihood that the fund manager is adding value through their decisions. It is based on their performance record over the course of their career, adjusted for the amount of risk taken. MRI is an important contributor to our fund rating system but it is also vital to take account of qualitative factors. It is also very important to select funds to form a cohesive portfolio with an appropriate overall risk level. Read more about our approach