GAM MULTI UK EQUITY - 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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-0.61%
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0.72%
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-0.37%
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-0.06%
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0.02%
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-0.14%
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-0.06%
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-0.04%
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41.7%
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59.9%
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68.1%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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David Smith
 "Photo of David Smith")
Smith is Chief Investment Director, Multi-Manager, and is responsible for GAM's multi-strategy and European multi-manager investments. Prior to joining GAM in 1998, he was Head of Investment Research and Management at Buck Consultants. He joined Buck in 1992 from the actuarial investment consultancy division of a firm of consultants. He holds a BA (Hons) in Economics and has associate qualifications from IIMR and The Securities Institute.
Track record
David Smith has 9.9 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 January 2004 - April 2008) there was a decline of 15% relative to the index. The worst absolute loss has been 40%.
Other funds managed
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Start Date |
GAM PORTFOLIO
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Dec 1998
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GAM MULTI UK EQUITY
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–
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GAM DIVERSITY USD OPEN
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Jul 1999
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GAM DIVERSITY III GBP
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Oct 2003
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GAM DIVERSITY GBP OPEN
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Jul 1999
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GAM DIVERSITY II OPEN GBP
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Jul 1999
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| Periods of worst performance |
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Absolute
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-40%
(May 2007 - February 2009)
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|
Relative
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-15%
(January 2004 - April 2008)
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Sector record since
June 2002 (10 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