RATHBONE ETHICAL BOND - 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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-0.16%
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-0.41%
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0.38%
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0.20%
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-0.29%
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0.10%
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-0.06%
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-0.10%
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76.7%
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59.1%
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52.4%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Julian Chillingworth / Bryn Jones
 "Photo of Julian Chillingworth / Bryn Jones")
Julian Chillingworth graduated from Southampton University in 1977 and began his career at James Capel (HSBC). Following periods at GAM (1988 to 1991), Bankers Trust (1991 to 1994), Hambros Bank which became part of the Investec group (1994 to 2001), he joined Rathbones in July 2001 as Deputy Chief Investment officer and in October of that year was appointed as a Board Director. In all posts he was mainly running equity portfolios, but he was Head of Balanced funds at Hambros.
Bryn Jones joined Rathbones in November 2004, having previously been Portfolio Manager (Assistant Vice President) - Fixed Income at Merrill Lynch. He has also worked at Robert Fleming Investment Management, Coutts & Co and Schroders. He has a BA in Geography and holds the IMC.
Track record
Julian Chillingworth / Bryn Jones has 7.5 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 November 2004 - March 2009) there was a decline of 17% relative to the index. The worst absolute loss has been 29%.
Other funds managed
| Periods of worst performance |
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Absolute
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-29%
(January 2006 - March 2009)
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Relative
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-17%
(November 2004 - March 2009)
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Sector record since
November 2004 (8 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