EFA OPM EQUITY HIGH INCOME B - 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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-0.25%
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-0.41%
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-0.12%
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-0.28%
|
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-0.27%
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–
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-0.36%
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39.7%
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0.0%
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29.5%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Tony Yousefian
 "Photo of Tony Yousefian")
Tony began his career in the financial services industry in 1982. He joined Smith & Pinching Portfolio Management in August 1997 and was appointed Director in November 1999. He is responsible for the overall management of portfolio assets and in particular in providing the technical in-put in the asset allocation processes. He holds the Investment Management Certificate of the Institute of Invesment Management and Research, and is a member of the Personal Finance Society.
Track record
Tony Yousefian has 4.6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.36%.
During the worst period of relative performance (from October 2007 - November 2011) there was a decline of 21% relative to the index. The worst absolute loss has been 41%.
Other funds managed
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Start Date |
CF OPM FIXED INTEREST A
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Dec 2003
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EFA OPM EQUITY HIGH INCOME A
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–
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| Periods of worst performance |
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Absolute
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-41%
(October 2007 - March 2009)
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|
Relative
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-21%
(October 2007 - November 2011)
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Sector record since
October 2007 (5 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