OLD MUTUAL (DUBLIN) UK SELECT SMALLER COMPANIES - 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
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5 years
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Career
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0.55%
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0.27%
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-0.46%
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0.24%
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0.27%
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0.02%
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0.17%
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0.44%
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74.5%
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90.5%
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100.0%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Daniel Nickols
 "Photo of Daniel Nickols")
Nickols joined Old Mutual in 2001 following the integration of Gerrard Investment Funds, where he had worked for the previous two years. He is now head of their UK Small and Mid Cap team. His involvement with smaller companies began in September 1995, when he joined Albert E Sharp as a specialist salesman. He switched to fund management in May 1997, working on the Albert E Sharp Smaller Companies fund. After graduating from Cambridge University in 1992 with a degree in modern and medieval languages, he joined Deloitte & Touche, before moving to the European equities division of Morgan Stanley in June 1994. He is IIMR qualified.
Track record
Daniel Nickols has 9.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.44%.
During the worst period of relative performance (from January 2009 - March 2010) there was a decline of 14% relative to the index. The worst absolute loss has been 44%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is more than 99%.
Other funds managed
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Start Date |
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Jan 2004
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Jan 2009
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| Periods of worst performance |
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Absolute
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-44%
(October 2007 - October 2008)
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Relative
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-14%
(January 2009 - March 2010)
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Sector record since
July 2002 (10 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