RATHBONE RECOVERY - 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
|
5 years
|
Career
|
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–
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–
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–
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0.51%
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0.38%
|
|
–
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–
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0.31%
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0.0%
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0.0%
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90.3%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Marina Bond
 "Photo of Marina Bond")
Bond joined Rathbones in February 2000 having graduated from Durham University. As an Investment Manager, Marina works closely with Carl Stick on the Rathbone Income Fund and from 1st September 2003, she formally became Co-Manager of the Rathbone Smaller Companies Fund, before assuming sole responsibility in July 2005. Marina has completed the Securities Institute Diploma.
Track record
Marina Bond has 2.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.31%.
During the worst period of relative performance (from October 2009 - March 2010) there was a decline of 6% relative to the index. The worst absolute loss has been 14%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 90%.
Other funds managed
| Periods of worst performance |
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Absolute
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-14%
(June 2011 - September 2011)
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|
Relative
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-6%
(October 2009 - March 2010)
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Sector record since
August 2009 (3 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