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RATHBONE GLOBAL OPPORTUNITIES - Manager

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Average monthly relative returns

Bestinvest MRI

07/08 08/09 09/10 10/11 11/12   3 years 5 years Career 3 years 5 years Career
1.24% -1.21% 0.66% 0.47% 0.07%   0.40% 0.25% 0.43% 94.3% 79.1% 94.7%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Other funds managed

  Start Date
RATHBONE GLOBAL OPPORTUNITIES Jul 2005

James Thomson


Manager. 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
Absolute -44% (October 2007 - November 2008)
Relative -31% (February 2008 - December 2008)

Sector record since November 2003 (8 yrs)


Relative Performance in GLOBAL


Discrete Monthly Returns - 61% Up Months

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

The value of your investments and the income from them can go down as well as up and you can get back less than you originally invested. Any yields quoted cannot be taken as a reliable indicator of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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