F&C EXTRA INCOME BOND 2 - 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
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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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-0.48%
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-2.29%
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1.62%
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-0.12%
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-0.68%
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0.27%
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-0.39%
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-0.02%
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85.3%
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13.4%
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66.7%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Fatima Luis
 "Photo of Fatima Luis")
Born in the US, she graduated in International Economics and obtained a masters in Industrial Relations and Management from LSE. She began her career specialising in emerging market bonds at BB securities in 1996, then joined RSA in 1998. She is responsible for the high yield portion of the bond portfolios and is part of a team that looks after £4.7bn of assets in corporate bonds.
Track record
Fatima Luis has 12.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.02%.
During the worst period of relative performance (from February 2005 - March 2009) there was a decline of 32% relative to the index. The worst absolute loss has been 33%.
Other funds managed
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Start Date |
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Oct 2004
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Jul 2004
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Nov 2000
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| Periods of worst performance |
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Absolute
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-33%
(May 2007 - March 2009)
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|
Relative
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-32%
(February 2005 - March 2009)
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Sector record since
March 2000 (12 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