SARASIN GLOBALSAR CAUTIOUS A GBP - Manager
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Find rated mixed investment 20-60% shares 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
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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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0.50%
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-0.88%
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-0.19%
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-0.49%
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-0.57%
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-0.42%
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-0.32%
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-0.26%
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6.7%
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13.6%
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19.8%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Daniel Briggs
 "Photo of Daniel Briggs")
Briggs is a Head of Global Balanced Funds at Sarasin Investment Management. He manages Sarasin’s flagship GlobalSar family of global balanced and absolute return investment funds including the Sterling, Dollar, Euro and Swiss Franc Globalsar Funds, Alpha Charity Endowments and Income Funds, and Globalsar Real Return. He is also manager of a variety of segregated specialist UK, Swiss and European investment mandates.
Briggs has been with Sarasin since 2002. He has over twenty years investment experience managing retail and institutional investment management funds, including asset allocation, equity, absolute return and property mandates. Daniel started his career at NM Rothschild & Sons, working initially in banking and corporate finance before moving into Fixed Interest management at Rothschild Asset Management. He later worked in the Specialist Equity team at Schroders, then in the Retail Equity Income and Property Team at Henderson, and later in the Institutional Balanced Fund Team at JP Morgan. He is currently Head of the Finance Committee and Vice- Chairman of the UK Charity Chailey Heritage.
Briggs has an Honours degree in History from Bristol University and has studied finance and accountancy.
Track record
Daniel Briggs has 6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.26%.
During the worst period of relative performance (from February 2008 - November 2011) there was a decline of 26% relative to the index. The worst absolute loss has been 24%.
Other funds managed
| Periods of worst performance |
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Absolute
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-24%
(December 2007 - February 2009)
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Relative
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-26%
(February 2008 - November 2011)
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Sector record since
May 2006 (6 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