OLD MUTUAL UK SELECT EQUITY 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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-0.53%
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0.28%
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0.06%
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0.08%
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0.15%
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0.10%
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0.01%
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0.01%
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74.5%
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69.5%
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82.6%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Simon Murphy
 "Photo of Simon Murphy")
Murphy joined OMAM in December 2007. He previously worked at M&G from 1998, starting out as as a trainee fund manager and moving on to become a fund manager. He also had sector research responsibilities for insurance, life assurance and support services. Murphy began his career with Price Waterhouse in 1994 where he qualified as a chartered accountant.
He holds a BSc in Economics from Loughborough University and a Masters degree in Economics and Finance from Warwick University.
Track record
Simon Murphy has 12.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.01%.
During the worst period of relative performance (from February 2001 - October 2008) there was a decline of 16% relative to the index. The worst absolute loss has been 45%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 83%.
Other funds managed
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Start Date |
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Dec 2007
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PRU (M&G) EQUITY PF
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–
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PRUDENTIAL M&G PPP PF
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–
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PRU (M&G) EQUITY BOND LF
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–
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| Periods of worst performance |
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Absolute
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-45%
(August 2000 - January 2003)
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Relative
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-16%
(February 2001 - October 2008)
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Sector record since
March 2000 (12 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