FIDELITY MONEYBUILDER INCOME - Manager
Bestinvest rating
Average monthly relative returns
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Bestinvest MRI
|
|
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
|
|
3 years
|
5 years
|
Career
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3 years
|
5 years
|
Career
|
|
0.07%
|
0.82%
|
-0.42%
|
-0.16%
|
0.08%
|
|
-0.17%
|
0.08%
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-0.04%
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25.5%
|
84.9%
|
78.8%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Ian Spreadbury
 "Photo of Ian Spreadbury")
Spreadbury has a BSc in Pure & Applied Mathematics, an MSc in Mathematical Studies and is a fellow of the Institute of Actuaries. He began his career at Sedgewick Forbes in 1978 before joining Legal & General in 1981, eventually rising to Senior Fund Manager on fixed interest. He joined Fidelity in 1995 and began running fixed income portfolios immediately. He currently has responsibility for investment grade and high yield bond mandates.
Track record
Ian Spreadbury has 16.6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.04%.
During the worst period of relative performance (from September 1998 - April 2007) there was a decline of 13% relative to the index. The worst absolute loss has been 10%.
Other funds managed
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Start Date |
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Mar 1999
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Sep 1995
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Jun 1995
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Apr 2005
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| Periods of worst performance |
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Absolute
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-10%
(December 2007 - October 2008)
|
|
Relative
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-13%
(September 1998 - April 2007)
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Sector record since
October 1995 (17 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