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Average monthly relative returns

Bestinvest MRI

09/10 10/11 11/12 12/13 13/14   3 years 5 years Career 3 years 5 years Career
-0.47% 0.93% 1.03% -0.53% 0.65%   0.38% 0.32% 0.19% 91.5% 95.1% 89.4%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Mark Martin

Manager. Martin joined Neptune in February 2008 as an investment analyst and is now a fund manager. Together with Felix Wintle and Thomas Barber, he is responsible for global research on the healthcare sector. Martin graduated from Oxford University in Classics in 2002 and went on to qualify as a solicitor at Allen & Overy Private Equity group.

Track record

Mark Martin has 5.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.19%.
During the worst period of relative performance (from January 2009 - December 2010) there was a decline of 12% relative to the index. The worst absolute loss has been 10%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 89%.

Other funds managed

  Start Date
Periods of worst performance
Absolute -10% (January 2009 - February 2009)
Relative -12% (January 2009 - December 2010)

Sector record since January 2009 (6 yrs)

Relative Performance in UK ALL COMPANIES

Discrete Monthly Returns - 49% Up Months

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

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