F&C LIFESTYLE BALANCED - 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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–
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-0.52%
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0.30%
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-0.23%
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-0.59%
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-0.17%
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–
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-0.26%
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58.3%
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0.0%
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42.5%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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F&C Multi Manager Team
The team is headed by Dean Cheeseman. Other members are Anna O’Donoghue, Joanna Conteh.
Cheeseman, Head of Fund of Funds at F&C, has 14 years investment experience. He joined F&C in December 2007 as co-manager on their UK retail funds. Prior to this he was Head of Developed markets at Forsyth Partners. Cheeseman had also previously worked at Morgan Stanley Quilter where he was responsible for the third-party fund buy-list and their fund of funds portfolio management service.
Track record
F&C Multi Manager Team has 4 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.26%.
During the worst period of relative performance (from May 2008 - November 2011) there was a decline of 14% relative to the index. The worst absolute loss has been 24%.
Other funds managed
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Start Date |
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Apr 2008
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Apr 2008
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Apr 2008
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Apr 2008
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| Periods of worst performance |
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Absolute
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-24%
(May 2008 - February 2009)
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Relative
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-14%
(May 2008 - November 2011)
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Sector record since
May 2008 (4 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