JO HAMBRO CM UK GROWTH R GBP (XFMQ) - 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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0.03%
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0.11%
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0.04%
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-0.95%
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1.76%
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0.28%
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0.20%
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0.29%
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50.0%
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50.0%
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99.4%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Mark Costar
 "Photo of Mark Costar")
Mark Costar joined JO Hambro in August 2001 from Clerical Medical where he spent 9 years, managing the UK Growth fund from July 1996 until May 2001. Prior to this he worked for Quick Europe as a market researcher covering Japanese and UK equities and derivatives. Costar holds a degree in industrial economics from the University of Warwick.
Track record
Mark Costar has 12.4 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.29%.
During the worst period of relative performance (from February 2005 - March 2008) there was a decline of 16% relative to the index. The worst absolute loss has been 40%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
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Start Date |
JO HAMBRO CM UK GROWTH R GBP (XFMQ)
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Nov 2001
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Nov 2001
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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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-16%
(February 2005 - March 2008)
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Sector record since
July 1996 (12 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