MFM BOWLAND FUND - Manager
No Bestinvest rating
Find rated uk all companies funds
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
|
|
-1.03%
|
0.10%
|
1.25%
|
1.43%
|
-0.32%
|
|
0.78%
|
0.28%
|
0.52%
|
94.5%
|
83.7%
|
99.5%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Mark Slater
 "Photo of Mark Slater")
Slater co-founded Slater Investments, a specialist UK equity fund manager, in 1994 and is Chairman as well as Chief Investment Officer. A Cambridge University History graduate, he is the son of Jim Slater, the one-time investment guru who popularised the PEG (price-to-earnings growth factor) as an investment tool. Slater began his career as a financial journalist, first managing money for Old Mutual in 1995. The Old Mutual Slater Growth fund he was running was bought by Johnson Fry in 1996 and then in turn by Leggmason. During his career, he has served on the boards of four public companies in which he has been a substantial shareholder.
Track record
Mark Slater has 16.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.52%.
During the worst period of relative performance (from March 2005 - October 2008) there was a decline of 28% relative to the index. The worst absolute loss has been 48%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
| |
Start Date |
|
Mar 2003
|
MFM BOWLAND FUND
|
Jul 1999
|
|
Mar 2005
|
|
Sep 2011
|
| Periods of worst performance |
|
Absolute
|
-48%
(May 2007 - November 2008)
|
|
Relative
|
-28%
(March 2005 - October 2008)
|
Sector record since
July 1995 (17 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