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F&C STEWARDSHIP GROWTH 1 - Manager

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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
-0.43% 0.07% -0.02%   -0.13% -0.13% 50.8% 0.0% 50.8%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Catherine Stanley


Manager. 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

  Start Date
F&C STEWARDSHIP GROWTH 1 May 2009
F&C STEWARDSHIP INCOME 1 May 2009
F&C UK SMALLER COMPANIES 1 Nov 2004
Periods of worst performance
Absolute -16% (April 2011 - September 2011)
Relative -10% (May 2009 - November 2011)

Sector record since May 2009 (3 yrs)


Relative Performance in UK ALL COMPANIES


Discrete Monthly Returns - 47% Up Months

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

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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