020 7189 9999

Mon to Fri 7.45am - 6.00pm
Sat 9.30am - 1.30pm

Bestinvest
First State ... funds

F&C ETHICAL BOND 1 - Manager

No Bestinvest rating
Find rated £ corporate bond 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
-0.01% 0.15% -0.57% -0.06% -0.02%   -0.22% -0.10% -0.11% 23.0% 45.6% 41.3%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Other funds managed

  Start Date
F&C ETHICAL BOND 1 Oct 2007

Rebecca Seabrook


Manager. Seabrook is director, UK credit, and came over to F&C from the ISIS side. She currently manages over £7 billion of credit funds for insurance and institutional clients. She began her career at London and Manchester in 1996, as a Credit Analyst. Thereafter, she was a fund manager at Friends Ivory & Sime, Rothschild Asset Management, ISIS and F&C. She’s an Accounting & Finance graduate of the University of Wales in 1995, has obtained her IIMR and is a member of UKSIP.

Track record


Rebecca Seabrook has 6.4 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.11%.
During the worst period of relative performance (from March 2009 - April 2011) there was a decline of 11% relative to the index. The worst absolute loss has been 16%.


Periods of worst performance
Absolute -16% (January 2006 - March 2009)
Relative -11% (March 2009 - April 2011)

Sector record since September 2005 (6 yrs)


Relative Performance in £ CORPORATE BOND


Discrete Monthly Returns - 36% Up Months

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

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.0.43