DIRECT LINE FTSE 100 TRACKER - 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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-0.09%
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0.07%
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-0.32%
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-0.11%
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-0.01%
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-0.15%
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-0.09%
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-0.11%
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32.6%
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41.7%
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39.0%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Bgi Uk Tracker Team
The Investment Manager for the fund is Barclays Global Investors, one of the largest fund management groups in the world specialising in Index Tracking products.
Track record
Bgi Uk Tracker Team has 14.9 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.11%.
During the worst period of relative performance (from June 1997 - November 2011) there was a decline of 21% relative to the index. The worst absolute loss has been 46%.
Other funds managed
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Start Date |
DIRECT LINE FTSE 100 TRACKER
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–
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–
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| Periods of worst performance |
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Absolute
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-46%
(December 1999 - January 2003)
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Relative
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-21%
(June 1997 - November 2011)
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Sector record since
June 1997 (15 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