HALIFAX ETHICAL C - Manager
No Bestinvest rating
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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
|
|
–
|
–
|
–
|
-0.49%
|
-0.31%
|
|
–
|
–
|
-0.40%
|
0.0%
|
0.0%
|
0.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Other funds managed
| |
Start Date |
HALIFAX ETHICAL C
|
Feb 2010
|
Scottish Widows Investment Partnership
No information available.
Track record
The track record of Scottish Widows Investment Partnership 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.
| Periods of worst performance |
|
Absolute
|
-14%
(March 2011 - September 2011)
|
|
Relative
|
-9%
(February 2010 - November 2011)
|
Sector record since
February 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