NATWEST BALANCED - Manager
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
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
|
|
–
|
–
|
–
|
–
|
–
|
|
–
|
–
|
-0.49%
|
0.0%
|
0.0%
|
0.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Justin Onuekwusi
 "Photo of Justin Onuekwusi")
Onuekwusi joined Aviva investors in 2010. Prior to joining Aviva, he was a fund research analyst at Merrill Lynch where he was responsible for the research of funds that invest in traditional and non-benchmark assets. Before joining Merrill Lynch, he worked as an Investment Consultant for Aon Consulting, focusing on manager research and selection, asset allocation, performance analytics and the transitioning of assets for Aon’s U.K. corporate pension fund clients. He is a CFA charterholder and a member of the CFA Institute. He also holds a degree in Economics from the University of Warwick and the Investment Management Certificate. Working with the multi-manager team, he has primary responsibility for the manager research and selection, within the MAF funds and for developing bespoke new client solutions.
Track record
The track record of Justin Onuekwusi in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.
Other funds managed
| |
Start Date |
AVIVA INVESTORS BALANCED MANAGED 1
|
Jun 2011
|
ROYAL BANK OF SCOTLAND BALANCED
|
Jun 2011
|
| Periods of worst performance |
|
Absolute
|
-11%
(June 2011 - September 2011)
|
|
Relative
|
-6%
(June 2011 - November 2011)
|
Sector record since
June 2011 (1 yr)
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