M&G EUROPEAN SMALLER COMPANIES X - 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
|
5 years
|
Career
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3 years
|
5 years
|
Career
|
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0.61%
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-0.28%
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-0.52%
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-0.13%
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1.55%
|
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0.30%
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0.24%
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0.26%
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89.1%
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85.3%
|
87.5%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Charles Anniss
 "Photo of Charles Anniss")
Anniss joined M&G in December 2000 as a member of the investment communications team. He became an analyst on the equities team in October 2003 focusing on European smaller companies under Giles Worthington. He became co-manager of the M&G European Smaller Companies Fund with Worthington on 1 March 2006 and sole manager on 1 January 2007. He graduated from the University of Bristol in 2000 with a 2.1 Honours degree in French and Spanish. He is a Chartered Financial Analyst (CFA) charterholder.
Track record
Charles Anniss has 5.3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.26%.
During the worst period of relative performance (from February 2009 - March 2011) there was a decline of 16% 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 88%.
Other funds managed
| 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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-16%
(February 2009 - March 2011)
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Sector record since
January 2007 (5 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