FRANKLIN UK SMALLER COMPANIES - 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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0.70%
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-1.82%
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-0.25%
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0.11%
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-0.82%
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-0.32%
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-0.42%
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0.29%
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35.2%
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27.4%
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96.0%
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|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Stuart Sharp
 "Photo of Stuart Sharp")
Born in 1953, Sharp has a degree in Law with Accountancy & Economics from Edinburgh University and professional qualifications including the LLB, NP and MSI Dip. His varied career includes a period with the IR Shares Valuation Division (unquoted securities), as a solicitor, a part-time lecturer and a fund manager at Harrogate (1986-1990). He joined Rensburg in 1991 and is now Investment Director.
Track record
Stuart Sharp has 16.6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.29%.
During the worst period of relative performance (from June 2008 - April 2012) there was a decline of 38% relative to the index. The worst absolute loss has been 59%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 96%.
Other funds managed
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Start Date |
FRANKLIN UK SMALLER COMPANIES
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Oct 1995
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| Periods of worst performance |
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Absolute
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-59%
(May 2007 - November 2008)
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Relative
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-38%
(June 2008 - April 2012)
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Sector record since
October 1995 (17 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