HALIFAX EUROPEAN C - Manager
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Find rated europe excluding uk funds
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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–
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0.04%
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-0.13%
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-0.10%
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0.00%
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-0.08%
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–
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-0.11%
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57.9%
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0.0%
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56.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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David Headland
Headland joined Insight in 2002 as a Director of European Equities. He has particular expertise in the Telecommunications sector and Southern European markets. He joined Insight from Morley Fund Management where he was a European Fund Manager. The funds he managed, including two European ex UK Life funds and S&P rated-Spanish and Italian country-specific funds produced excellent competitive performances. Headland began his investment career as a Trainee Fund Manager with Norwich Union, specialising in European markets. He holds a first class degree in Economics from Leeds University and is an Associate of the Society of Investment Professionals (ASIP).
Track record
David Headland has 8.9 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.11%.
During the worst period of relative performance (from March 2003 - November 2011) there was a decline of 16% relative to the index. The worst absolute loss has been 44%.
Other funds managed
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Start Date |
HALIFAX EUROPEAN C
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Mar 2003
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| Periods of worst performance |
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Absolute
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-44%
(May 2007 - February 2009)
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Relative
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-16%
(March 2003 - November 2011)
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Sector record since
March 2003 (9 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