F&C STEWARDSHIP GROWTH 1 - 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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–
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-0.43%
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0.07%
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-0.02%
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-0.13%
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–
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-0.13%
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50.8%
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0.0%
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50.8%
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|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Catherine Stanley
Stanley joined F&C in 2000 as a fund manager within the UK Smaller Companies team. Prior to joining F&C she spent nine years at Framlington, where she managed retail UK smaller company funds, including the Capital Trust. Stanley has an MA (Hons) in Geography from Oxford University and is an associate of the UK Society of Investment Professionals.
Track record
Catherine Stanley has 3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.13%.
During the worst period of relative performance (from May 2009 - November 2011) there was a decline of 10% relative to the index. The worst absolute loss has been 16%.
Other funds managed
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Start Date |
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May 2009
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May 2009
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Nov 2004
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| Periods of worst performance |
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Absolute
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-16%
(April 2011 - September 2011)
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|
Relative
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-10%
(May 2009 - November 2011)
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Sector record since
May 2009 (3 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