IFDS OMNIS CAUTIOUS A - Manager
No Bestinvest rating
Find rated mixed investment 20-60% shares 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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–
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0.23%
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-0.34%
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-0.52%
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-0.21%
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–
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-0.06%
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45.6%
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0.0%
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78.8%
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|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Lothar Mentel
Mentel, head of Octopus Investments team and Director of Multi-Manager Funds. He joined the Company in January 2008 to oversee the development of Octopus’ Multi-
Manager fund offering. Prior to joining Octopus, Mentel was Head of Investment Products at NM Rothschild & Sons Private Management Limited. At an earlier career stage, he was also responsible for the development of the Barclays Multi-Manager
product platform.
Track record
Lothar Mentel has 3.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.06%.
During the worst period of relative performance (from December 2009 - November 2011) there was a decline of 12% relative to the index. The worst absolute loss has been 12%.
Other funds managed
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Start Date |
IFDS OMNIS ADVANCED A
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–
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IFDS OMNIS BALANCED A
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–
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IFDS OMNIS CAUTIOUS A
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–
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IFDS OMNIS DISTRIBUTION A
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Mar 2009
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| Periods of worst performance |
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Absolute
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-12%
(August 2008 - October 2008)
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|
Relative
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-12%
(December 2009 - November 2011)
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Sector record since
August 2008 (4 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