FRANKLIN UK SELECT GROWTH - Manager
Bestinvest rating
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
|
|
-0.50%
|
-0.24%
|
-0.24%
|
0.04%
|
0.03%
|
|
-0.06%
|
-0.18%
|
0.40%
|
65.2%
|
38.2%
|
100.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Mark Hall
 "Photo of Mark Hall")
Hall trained as an Accountant before joining Rensburg (Franklin Templeton Investments) in 1988 as a Smaller Companies Investment Analyst. He subsequently managed private client discretionary portfolios for four years before assuming control of BWD Rensburg Equity Growth in 1997. Hall holds a BA (Hons) in Geography with additional Economics. He also holds the IMC and MSI (Dip) qualifications.
Track record
Mark Hall has 11.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.4%.
During the worst period of relative performance (from February 2007 - March 2010) there was a decline of 13% relative to the index. The worst absolute loss has been 45%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
| Periods of worst performance |
|
Absolute
|
-45%
(May 2007 - February 2009)
|
|
Relative
|
-13%
(February 2007 - March 2010)
|
Sector record since
June 1999 (12 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