SARASIN EQUISAR GLOBAL THEMATIC - Manager
No Bestinvest rating
Find rated global funds
Average monthly relative returns
|
Bestinvest MRI
|
|
07/08
|
08/09
|
09/10
|
10/11
|
11/12
|
|
3 years
|
5 years
|
Career
|
3 years
|
5 years
|
Career
|
|
0.72%
|
-0.19%
|
-0.13%
|
-0.13%
|
-0.62%
|
|
-0.29%
|
-0.07%
|
0.14%
|
23.3%
|
63.7%
|
97.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Harry Talbot-Rice / Guy Monson
 "Photo of Harry Talbot-Rice / Guy Monson")
Talbot - Rice became the appointed Manager of the Equisar family of funds in January 2002
Track record
Harry Talbot-Rice / Guy Monson has 10.3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.14%.
During the worst period of relative performance (from June 2008 - January 2012) there was a decline of 17% relative to the index. The worst absolute loss has been 31%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 97%.
Other funds managed
| |
Start Date |
|
Jan 2002
|
|
May 2006
|
|
May 2009
|
| Periods of worst performance |
|
Absolute
|
-31%
(March 2002 - January 2003)
|
|
Relative
|
-17%
(June 2008 - January 2012)
|
Sector record since
January 2002 (10 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