IFDS CHARTWELL BALANCED INCOME B - Manager
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Find rated mixed investment 20-60% shares funds
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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-1.46%
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-3.02%
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1.02%
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0.10%
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-0.66%
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0.15%
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-0.81%
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-0.69%
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84.1%
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3.5%
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5.2%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Alan Borrows
Borrows is Chief Investment Director of Midas Capital Partners. He joined Merseyside Pension Fund in 1980 as an Investment Assistant, becoming Investment Manager in 1986 and taking responsibility for the day to day management of the equity portfolios. In the early 1990s, Borrows made the first hedge fund investments for MPF and from 1992 to 2002 he was their Senior Investment Manager.
Track record
Alan Borrows has 5.4 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.69%.
During the worst period of relative performance (from May 2007 - March 2009) there was a decline of 46% relative to the index. The worst absolute loss has been 40%.
Other funds managed
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Start Date |
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Apr 2002
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MIDAS INCOME & GROWTH TRUST
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Aug 2005
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IFDS CHARTWELL BALANCED INCOME B
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Sep 2006
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| Periods of worst performance |
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Absolute
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-40%
(May 2007 - March 2009)
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Relative
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-46%
(May 2007 - March 2009)
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Sector record since
December 2006 (5 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