RATHBONE GLOBAL OPPORTUNITIES - 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
|
Career
|
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1.24%
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-1.21%
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0.66%
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0.47%
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0.07%
|
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0.40%
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0.25%
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0.43%
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94.3%
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79.1%
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94.7%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Other funds managed
James Thomson
Thomson joined Rathbones in October 2000 after graduating from Cornell University in New York. He is a Fellow of the Securities Institute and holds the Securities Institute Diploma and Investment Management Certificate. He was appointed as a Board Director of Rathbone Unit Trust Management Limited in November 2006. He is from the island of Bermuda.
Track record
James Thomson has 8.3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.43%.
During the worst period of relative performance (from February 2008 - December 2008) there was a decline of 31% 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 95%.
| Periods of worst performance |
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Absolute
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-44%
(October 2007 - November 2008)
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Relative
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-31%
(February 2008 - December 2008)
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Sector record since
November 2003 (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