S&W MUNRO 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
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5 years
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Career
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3 years
|
5 years
|
Career
|
|
–
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0.20%
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-0.46%
|
0.13%
|
-0.03%
|
|
-0.12%
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–
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-0.15%
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52.0%
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0.0%
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44.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Rob Davies
 "Photo of Rob Davies")
Davies is the fund manager of the S&W Munro fund. From 2002 to 2006 he was a Senior Investment Analyst at Clydesdale Bank. From 1999 to 2001 he was a writer at The Motley Fool. Prior to this he worked at Smith New Court, Shearson Lehman Hutton and ING Barings. Davies was a professional geologist before joining the City as a mining analyst.
Track record
Rob Davies has 4.6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.15%.
During the worst period of relative performance (from October 2007 - August 2010) there was a decline of 12% relative to the index. The worst absolute loss has been 43%.
Other funds managed
| Periods of worst performance |
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Absolute
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-43%
(October 2007 - February 2009)
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|
Relative
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-12%
(October 2007 - August 2010)
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Sector record since
October 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