ECCLESIASTICAL HIGHER INCOME 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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-0.04%
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-0.12%
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0.73%
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0.06%
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-0.36%
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0.14%
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0.05%
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0.14%
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93.2%
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87.5%
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99.4%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Robin Hepworth
Hepworth is a graduate of what is now Greenwich University (Estate Management). He worked at Church Commisioners as an Investment Analyst prior to joining Ecclesiastical in 1988. Initially a general investment analyst, he became fund manager of their pension fund in 1990.
Track record
Robin Hepworth has 17.5 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.14%.
During the worst period of relative performance (from December 1994 - February 2000) there was a decline of 19% relative to the index. The worst absolute loss has been 20%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
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Start Date |
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Nov 1994
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Feb 2008
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| Periods of worst performance |
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Absolute
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-20%
(October 2007 - October 2008)
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Relative
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-19%
(December 1994 - February 2000)
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Sector record since
November 1994 (18 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