MARLBOROUGH UK MICRO CAP GROWTH - 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
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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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1.15%
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0.54%
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0.11%
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1.59%
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0.67%
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0.79%
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0.81%
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1.16%
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98.3%
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99.2%
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100.0%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Giles Hargreave
Hargreave was born in Preston, Lancashire in 1948 and is now chief executive of Hargreave Hale Ltd. He began his career in investments after leaving Cambridge University in 1969, joining James Capel as an analyst. He joined Management Agency and Music as a private fund manager in 1974, before forming his own investment management business, Hargreave Investment Management, in 1986. In 1988 he merged Hargreave Investment Management with Hargreave Hale & Co, a provincial stockbroking firm controlled by other members of his family.
Track record
Giles Hargreave has 13.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +1.16%.
During the worst period of relative performance (from March 2000 - May 2000) there was a decline of 19% relative to the index. The worst absolute loss has been 47%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
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Start Date |
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Jul 1998
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Jul 2002
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HARGREAVE HALE AIM VCT 1
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Oct 2004
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Oct 2004
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HARGREAVE HALE AIM VCT 2
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–
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| Periods of worst performance |
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Absolute
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-47%
(May 2007 - November 2008)
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Relative
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-19%
(March 2000 - May 2000)
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Sector record since
July 1998 (14 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