ECCLESIASTICAL AMITY STERLING BOND A - Manager
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Find rated £ strategic bond 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
|
5 years
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Career
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3 years
|
5 years
|
Career
|
|
–
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-0.95%
|
0.95%
|
-0.02%
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-0.68%
|
|
0.08%
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–
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-0.17%
|
76.1%
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0.0%
|
44.4%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Robin Hepworth / Chris Hiorns.
Hepworth, senior fund manager, joined Ecclesiastical in 1998 as an investment analyst. He was appointed a fund manager in 1994.
Hiorns, investment analyst, joined Ecclesiastical in 1996 as a research assistant. He has an MSc in Economics from UCL and is a CFA charterholder.
Track record
Robin Hepworth / Chris Hiorns. has 4 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.17%.
During the worst period of relative performance (from May 2008 - December 2008) there was a decline of 17% relative to the index. The worst absolute loss has been 10%.
Other funds managed
| Periods of worst performance |
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Absolute
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-10%
(May 2008 - October 2008)
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|
Relative
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-17%
(May 2008 - December 2008)
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Sector record since
May 2008 (4 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