ECCLESIASTICAL AMITY UK A - Manager
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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
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5 years
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Career
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3 years
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5 years
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Career
|
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-1.04%
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0.33%
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-0.24%
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0.10%
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0.40%
|
|
0.09%
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-0.09%
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-0.12%
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77.3%
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57.5%
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49.2%
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|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Sue Round
 "Photo of Sue Round")
Sue joined Ecclesiastical Insurance in 1984.She manages both institutional and retail funds.She was responsible for the creation of Allchurches first retail fund and has managed the ethically screened Amity Fund since its launch in 1988.Prior to joining EIO she worked in the Investment Trust arena.
Track record
Sue Round has 24.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.12%.
During the worst period of relative performance (from May 1989 - December 1999) there was a decline of 46% relative to the index. The worst absolute loss has been 46%.
Other funds managed
| Periods of worst performance |
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Absolute
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-46%
(May 2007 - February 2009)
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|
Relative
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-46%
(May 1989 - December 1999)
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Sector record since
March 1988 (24 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