NATIONWIDE UK GROWTH - 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
|
5 years
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Career
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3 years
|
5 years
|
Career
|
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0.26%
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0.10%
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-0.09%
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-0.23%
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-0.24%
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-0.19%
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-0.04%
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-0.10%
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41.3%
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68.8%
|
61.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Fidelity Pensions Management & Schroders Investment Management
No information available.
Track record
Fidelity Pensions Management & Schroders Investment Management has 6.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.1%.
During the worst period of relative performance (from August 2005 - November 2011) there was a decline of 11% relative to the index. The worst absolute loss has been 41%.
Other funds managed
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Start Date |
NATIONWIDE UK GROWTH
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–
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| Periods of worst performance |
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Absolute
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-41%
(October 2007 - February 2009)
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|
Relative
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-11%
(August 2005 - November 2011)
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Sector record since
August 2005 (7 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