OLD MUTUAL JAPANESE SELECT 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
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5 years
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Career
|
|
–
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–
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0.28%
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0.19%
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0.50%
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|
0.32%
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–
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0.32%
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97.3%
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0.0%
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97.3%
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|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Ian Heslop
 "Photo of Ian Heslop")
Heslop has a degree in Chemistry from Oxford University and a Ph.D. in Medicinal Chemistry from Edinburgh University. From 1997 to 2000 he was UK Quantitative Fund Manager with Barclays Global Investors, before becoming a US Technology and Biotechnology Fund Manager with Gerrard between 2000 and 2001. In 2001 he became co-manager of Old Mutual’s Global Technology fund.
Track record
Ian Heslop has 3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.32%.
During the worst period of relative performance (from June 2009 - November 2009) there was a decline of 4% 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 97%.
Other funds managed
| Periods of worst performance |
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Absolute
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-12%
(April 2010 - August 2010)
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|
Relative
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-4%
(June 2009 - November 2009)
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Sector record since
May 2009 (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