GAM UK DIVERSIFIED - 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
|
|
-1.14%
|
0.59%
|
-0.13%
|
-0.07%
|
0.15%
|
|
-0.02%
|
-0.12%
|
0.35%
|
63.3%
|
51.6%
|
99.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Andrew Green
 "Photo of Andrew Green")
From 1970-83, Green specialised in the management of private client portfolios and was senior fund manager at Kitcat & Aitken. He joined GAM in 1983 as the Director responsible for onshore fund management and is now an Investment Adviser, continuing to advise certain GAM funds as an independent consultant. He was educated at John Lyon School, Harrow.
Track record
Andrew Green has 21.7 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.35%.
During the worst period of relative performance (from May 1994 - December 1998) there was a decline of 35% relative to the index. The worst absolute loss has been 45%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 99%.
Other funds managed
| |
Start Date |
|
Jan 1984
|
|
Aug 1990
|
ST JAMES PLACE RECOVERY
|
Apr 2000
|
| Periods of worst performance |
|
Absolute
|
-45%
(May 2007 - February 2009)
|
|
Relative
|
-35%
(May 1994 - December 1998)
|
Sector record since
September 1990 (22 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