OLD MUTUAL EQUITY INCOME A - 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
|
5 years
|
Career
|
|
–
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–
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–
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0.08%
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0.14%
|
|
–
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–
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-0.01%
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0.0%
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0.0%
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66.3%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Stephen Message
 "Photo of Stephen Message")
Message joined OMAM in October 2008 from US private wealth manager Bessemer Trust, where he worked for two years, firstly as an analyst covering Asia ex Japan and UK equities and then as manager of the UK component of Bessemer’s international equity fund. Prior to this he was a business analyst at technology consultancy Detica (2005-06). He has a masters degree in engineering from Imperial College London (2005) and has passed CFA Level III.
Track record
Stephen Message has 2.5 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 November 2009 - August 2011) there was a decline of 6% relative to the index. The worst absolute loss has been 18%.
Other funds managed
| Periods of worst performance |
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Absolute
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-18%
(April 2011 - September 2011)
|
|
Relative
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-6%
(November 2009 - August 2011)
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Sector record since
November 2009 (2 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