M&G RECOVERY A - Manager
Bestinvest rating
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
|
|
0.46%
|
0.57%
|
0.25%
|
0.13%
|
0.09%
|
|
0.16%
|
0.30%
|
0.33%
|
87.5%
|
97.7%
|
99.9%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Tom Dobell
Dobell is an investment manager in M&G’s UK Equity team. He joined M&G in 1992, having previously worked for Phillips & Drew (PDFM) with responsibility for their charity and small pension fund division. He graduated from Agricultural college in 1986.
Track record
Tom Dobell has 12.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.33%.
During the worst period of relative performance (from August 2001 - October 2001) there was a decline of 8% relative to the index. The worst absolute loss has been 37%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
| Periods of worst performance |
|
Absolute
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-37%
(October 2007 - February 2009)
|
|
Relative
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-8%
(August 2001 - October 2001)
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Sector record since
March 2000 (12 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