HALIFAX CORPORATE BOND C - Manager
No Bestinvest rating
Find rated £ corporate bond funds
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
|
|
–
|
–
|
–
|
-0.22%
|
-0.31%
|
|
–
|
–
|
-0.27%
|
0.0%
|
0.0%
|
0.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Luke Hickmore / Roger Webb
Hickmore joined SWIP in September 2007 from RIA Capital Markets in Edinburgh, where he was head of research and a member of the executive committee. Prior to this, he was an investment manager at Rathbone Unit Trust Management. His industry experience also includes time at Albert E Sharp and Lloyds Private Banking.
Webb joined SWIP in November 2009. His earlier experience included working in Norwich Union Investment Management Ltd's venture capital operation. Webb joined the fixed income team in January 1996 after spending four years in bond fund management with Norwich Union's Spanish operation, Plus Ultra. He is an Associate Member of the Institute of Investment Management and Research.
Track record
The track record of Luke Hickmore / Roger Webb in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.
Other funds managed
| |
Start Date |
HALIFAX CORPORATE BOND C
|
Feb 2010
|
| Periods of worst performance |
|
Absolute
|
-5%
(July 2011 - November 2011)
|
|
Relative
|
-7%
(March 2010 - January 2012)
|
Sector record since
March 2010 (2 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