FIDELITY UK SMALLER COMPANIES A - 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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0.85%
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1.35%
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1.41%
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0.71%
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1.16%
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–
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0.98%
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99.8%
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0.0%
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99.7%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Alex Wright
 "Photo of Alex Wright")
Wright graduated from Warwick University in 2001 with a First Class Honours degree in Economics. He joined Fidelity the same year and worked as analyst in various sectors, including UK small cap, until 2008 when he became a fund manager. He is assistant to Sanjeev Shah on Fidelity Special Situations. Wright also holds the CFA.
Track record
Alex Wright has 4.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.98%.
During the worst period of relative performance (from March 2008 - March 2008) there was a decline of 5% relative to the index. The worst absolute loss has been 37%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
| Periods of worst performance |
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Absolute
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-37%
(March 2008 - November 2008)
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|
Relative
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-5%
(March 2008 - March 2008)
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Sector record since
March 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