S&W MATTERLEY UNDERVALUED RETURNS RET - 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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–
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–
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0.61%
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0.60%
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0.09%
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0.43%
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–
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0.31%
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95.7%
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0.0%
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90.7%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Henry Dixon
Dixon, Fund Manager at Matterley, has previously worked at New Star, where he has managed money for over three years in retail, ethical and institutional portfolios.
Dixon is a CFA charterholder.
Track record
Henry Dixon has 3.7 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 September 2008 - November 2008) there was a decline of 8% relative to the index. The worst absolute loss has been 35%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 91%.
Other funds managed
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Start Date |
S&W MATTERLEY UNDERVALUED RETURNS RET
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Aug 2008
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| Periods of worst performance |
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Absolute
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-35%
(September 2008 - February 2009)
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Relative
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-8%
(September 2008 - November 2008)
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Sector record since
September 2008 (4 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