NATWEST EXTRA INCOME - Manager
No Bestinvest rating
Find rated £ corporate bond 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
|
|
–
|
–
|
–
|
-0.06%
|
–
|
|
–
|
–
|
-0.16%
|
0.0%
|
0.0%
|
30.9%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Mark Wauton
Wauton, Head of Credit, joined Aviva Investors in April 2009. Prior to this, he was Head of Strategic Credit trading at ABN AMRO. Before joining ABN Amro, Waughton worked as Head of Fixed Income at Commerz International and Dunedin Fund Managers and as Head of European Fixed Income at UBS. He also co-managed the AlphaGen Credit Hedge Fund at Gartmore.
Wauton has an MSc in Investment Analysis from Stirling University and is an ASIP.
Track record
Mark Wauton has 2.6 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.16%.
During the worst period of relative performance (from February 2010 - April 2012) there was a decline of 5% relative to the index. The worst absolute loss has been 3%.
Other funds managed
| |
Start Date |
NATWEST EXTRA INCOME
|
Nov 2009
|
| Periods of worst performance |
|
Absolute
|
-3%
(July 2011 - September 2011)
|
|
Relative
|
-5%
(February 2010 - April 2012)
|
Sector record since
November 2009 (3 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