RATHBONE BLUE CHIP INCOME & GROWTH - 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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-0.45%
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0.08%
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-0.83%
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0.16%
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-0.26%
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-0.31%
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-0.26%
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-0.17%
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30.9%
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30.2%
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41.3%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Other funds managed
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Start Date |
RATHBONE ESK GROWTH
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Nov 2001
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Jul 2004
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Julian Chillingworth
 "Photo of Julian Chillingworth")
After graduating with a BSc in Chemistry from Southampton University in 1977, Chillingworth began his career at James Capel (HSBC). He joined GAM in 1988 and ran a number of their UK portfolios, including their High Income fund. In 1991 he moved to Bankers Trust, where he headed their European equity team running a Pan European Canadian Mutual fund. He also became a senior member of the Asset allocation Committee and was responsible for the currency hedging in London. In 1994 he left for Hambros Bank which became part of the Investec group. During his stay there he was head of UK Equities and Head of UK Balanced funds. He joined Rathbones in July 2001 as Deputy Chief Investment officer, becoming a Board Rirector that October and then Chief Investment Officer in August 2002.
Track record
Julian Chillingworth has 7.6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.17%.
During the worst period of relative performance (from February 2005 - March 2010) there was a decline of 19% relative to the index. The worst absolute loss has been 43%.
| Periods of worst performance |
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Absolute
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-43%
(May 2007 - February 2009)
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Relative
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-19%
(February 2005 - March 2010)
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Sector record since
July 2004 (8 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