AXA FRAMLINGTON UK SELECT OPPORTUNITIES - Manager
Bestinvest rating
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
|
|
-0.20%
|
0.28%
|
0.13%
|
0.73%
|
0.58%
|
|
0.48%
|
0.30%
|
0.52%
|
99.1%
|
97.6%
|
100.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Nigel Thomas
Thomas completed a degree in economics and geography at UCL in 1976, then trained with Robson Rhodes as an accountant. He left to join Carrington Pembroke as a private client portfolio manager, then spent two years at Hill Samuel running the Hill Samuel Smaller Companies fund. He rejoined Carrington Pembroke in 1986 and launched and manager their UK Growth fund. The company was taken over by ABN in 1996. Thomas left ABN in May 2002 to join Framlington (now AXA Framlington) in September of that year.
Track record
Nigel Thomas has 25.1 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.52%.
During the worst period of relative performance (from May 1996 - July 1997) there was a decline of 23% relative to the index. The worst absolute loss has been 40%. 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 |
|
Absolute
|
-40%
(May 2007 - February 2009)
|
|
Relative
|
-23%
(May 1996 - July 1997)
|
Sector record since
January 1987 (25 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