CITY FINANCIAL DIVERSIFIED PORTFOLIO A - Manager
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Find rated mixed investment 0-35% shares funds
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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–
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–
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-1.05%
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-0.25%
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-0.21%
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-0.50%
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–
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-0.16%
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23.9%
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0.0%
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51.2%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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John Husselbee
Husselbee launched North Investment Partners in 2005 having previously worked at Henderson Global Investors, where he was director of multimanager investment, responsible for their fund of funds business. He joined Henderson from Rothschild Asset Management where he was responsible for their Managed Funds Service.
Track record
John Husselbee has 3.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.16%.
During the worst period of relative performance (from February 2009 - March 2012) there was a decline of 28% relative to the index. The worst absolute loss has been 9%.
Other funds managed
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Start Date |
CITY FINANCIAL MULTIMANAGER INCOME
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Aug 2005
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CITY FINANCIAL MULTIMANAGER GROWTH
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Aug 2005
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CITY FINANCIAL UK SELECT ALPHA A
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Dec 2006
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NEVIS CONSERVATIVE PORTFOLIO
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Feb 2008
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NEVIS GROWTH PORTFOLIO
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Feb 2008
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WAY MA CAUTIOUS PORTFOLIO B
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Jun 2008
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CITY FINANCIAL DIVERSIFIED PORTFOLIO A
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May 2008
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CITY FINANCIAL DYNAMIC PORTFOLIO A
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May 2008
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May 2008
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| Periods of worst performance |
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Absolute
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-9%
(August 2008 - February 2009)
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Relative
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-28%
(February 2009 - March 2012)
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Sector record since
July 2008 (4 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