OLD MUTUAL SELECT MANAGED A - Manager
No Bestinvest rating
Find rated mixed investment 40-85% 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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–
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–
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0.13%
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-0.24%
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-0.01%
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-0.04%
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–
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0.03%
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62.6%
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0.0%
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71.9%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Other funds managed
Peter Baxter
 "Photo of Peter Baxter")
Born 1960. BSc in Electrical Engineering, an MBA from London Business School, Associate Member of the IIMR.
Began investment career in 1986 with Schroders, moving to Hill Samuel in 1994 as Head of Pension Funds. Since 1997 he has been Head of Global Strategy.
Track record
Peter Baxter has 3.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.03%.
During the worst period of relative performance (from June 2009 - November 2011) there was a decline of 7% relative to the index. The worst absolute loss has been 12%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 72%.
| Periods of worst performance |
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Absolute
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-12%
(April 2011 - September 2011)
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Relative
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-7%
(June 2009 - November 2011)
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Sector record since
December 2008 (3 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