M&G EUROPEAN STRATEGIC VALUE A - Manager
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Average monthly relative returns
|
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
|
|
3 years
|
5 years
|
Career
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3 years
|
5 years
|
Career
|
|
–
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0.87%
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-0.53%
|
-0.34%
|
-0.11%
|
|
-0.33%
|
–
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-0.02%
|
23.6%
|
0.0%
|
73.9%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Richard Halle
 "Photo of Richard Halle")
Halle is a director of equities and joined the equity team in 1999 as an investment analyst specialising in the insurance sector. He subsequently moved to the European team, where he is a fund manager. Before joining the company, he worked as a security analyst for the Sedgwick Group. Prior to that, he was an accountant for an insurance company in South Africa after leaving Andersen Consulting, his first employer. Halle graduated from the University of Natal in Durban with a bachelor of commerce. He is a CFA charterholder.
Track record
Richard Halle has 4.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.02%.
During the worst period of relative performance (from March 2009 - April 2012) there was a decline of 12% relative to the index. The worst absolute loss has been 32%.
Other funds managed
| Periods of worst performance |
|
Absolute
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-32%
(May 2008 - February 2009)
|
|
Relative
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-12%
(March 2009 - April 2012)
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Sector record since
March 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