JO HAMBRO CM UK OPPORTUNITIES R - Manager
Bestinvest rating
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
|
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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0.31%
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0.83%
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-0.25%
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-0.15%
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0.67%
|
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0.09%
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0.28%
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0.29%
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72.2%
|
91.9%
|
99.3%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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John Wood
 "Photo of John Wood")
Born in 1965, Wood began his career in 1986 with Ernst & Young where he qualified as a chartered accountant and became an audit supervisor. In 1993 he moved to the National & Provincial Building Society as a property and procurement accountant, before joning Newton Investment Management in 1995 as an analyst. He ultimately became a director on Newton's UK equities team, managing their UK Opportunities and Income funds as well as being responsible for constructing model portfolios for UK equities. In 2005 he moved to JO Hambro Capital Management where he is a senior fund manager. Wood has a degree in Economics from Warwick University and is a member of UKSIP.
Track record
John Wood has 9.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.29%.
During the worst period of relative performance (from January 2009 - February 2011) there was a decline of 14% relative to the index. The worst absolute loss has been 28%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
| Periods of worst performance |
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Absolute
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-28%
(October 2007 - March 2009)
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|
Relative
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-14%
(January 2009 - February 2011)
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Sector record since
February 2002 (10 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