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IFDS APOLLO MULTI ASSET CAUTIOUS A - Manager

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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
  -0.94% 0.0% 0.0% 0.0%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Tom McGrath / Steve Brann / Craig Wetton


Manager. No information available.

Track record


The track record of Tom McGrath / Steve Brann / Craig Wetton 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
IFDS APOLLO MULTI ASSET BALANCED A Nov 2008
IFDS APOLLO MULTI ASSET CAUTIOUS A Nov 2008
Periods of worst performance
Absolute -9% (August 2011 - December 2011)
Relative -8% (August 2011 - April 2012)

Sector record since August 2011 (1 yr)


Relative Performance in UNCLASSIFIED


Discrete Monthly Returns - 33% Up Months

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

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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