IFSL BESTINVEST INCOME AND GROWTH PORTFOLIO R - Manager
No Bestinvest rating
Find rated unclassified funds
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
|
|
–
|
-0.48%
|
0.59%
|
0.01%
|
-0.09%
|
|
0.17%
|
–
|
0.01%
|
95.4%
|
0.0%
|
79.7%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Graham Frost
 "Photo of Graham Frost")
Frost holds an MBA from Manchester Business School and is a Member of the Securities Institute. He worked in South Africa from 1982-2001 and held various senior positions in equity and fixed interest portfolio management, including derivative overlays. Before moving back to the UK in 2002, he was Head of Strategy for a Life company and director in charge of offshore fund of fund investments. He was responsible for both segregated and fund of fund mandates. He also managed an S&P award winning unitised global equity fund of funds from Johannesburg, which was first place in its peer group for 1, 3 and 5 years in 2001. From 2002 to 2006, he was UK investment director for the multi manager division of Dexia Private Bank. He joined Bestinvest as CIO in January 2006 and is responsible for fund research and portfolio management strategy.
Track record
Graham Frost has 4 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.01%.
During the worst period of relative performance (from June 2008 - October 2008) there was a decline of 7% 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 80%.
Other funds managed
| |
Start Date |
|
Apr 2008
|
|
Apr 2008
|
|
Apr 2008
|
|
Oct 2008
|
|
Oct 2008
|
| Periods of worst performance |
|
Absolute
|
-20%
(May 2008 - February 2009)
|
|
Relative
|
-7%
(June 2008 - October 2008)
|
Sector record since
May 2008 (4 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