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ECCLESIASTICAL UK EQUITY GROWTH - Manager

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Average monthly relative returns

Bestinvest MRI

07/08 08/09 09/10 10/11 11/12   3 years 5 years Career 3 years 5 years Career
-0.77% 0.45% -0.38% 0.42% 0.70%   0.24% 0.08% 0.09% 89.4% 82.4% 89.1%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Andrew Jackson


Manager. Born in 1963, Jackson has a BA (Hons) in Business Studies and an MA in Economics of Finance & Investment. He began his career in 1987 with Oliff & Partners as an equity analyst moving to Canada Life in 1990 where he was a UK fund manager. He joined Lloyds Investment Managers (later Hill Samuel) in 1994to manage their specialist UK small cap funds, including their unit and investment trusts. He joined SG Asset Management in December 1998, helping to set up and develop the smaller companies desk before assuming responsibility for the
European Technology investments. He joined Ecclesiastical in 2003.

Track record


Andrew Jackson has 6.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.09%.
During the worst period of relative performance (from February 2007 - March 2010) there was a decline of 12% relative to the index. The worst absolute loss has been 42%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 89%.

Other funds managed

  Start Date
ECCLESIASTICAL UK EQUITY GROWTH
Periods of worst performance
Absolute -42% (May 2007 - February 2009)
Relative -12% (February 2007 - March 2010)

Sector record since August 2005 (7 yrs)


Relative Performance in UK ALL COMPANIES


Discrete Monthly Returns - 57% Up Months

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

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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