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F&C GLOBAL THEMATIC OPPORTUNITIES 1 - 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
-0.03%   -0.19% 0.0% 0.0% 0.0%
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.

Alice Evans


Manager. Evans is an Associate Director and Fund Manager in F&C's Global Thematic Equities team. Prior to joining F&C in November 2010, she was a fund manager at Henderson Global Investors where she was part of a team of 3 managing Global SRI funds. She was also the Global Healthcare sector specialist having started in 2005 as European Pharmaceuticals & Medtech and European Pulp & Paper Analyst, and previously worked at JP Morgan Asset Management as an Assistant Portfolio Manager in Pan-European Equities. Evans holds an MSci (Hons) in Physics from the University of Bristol and is a CFA Charterholder.

Track record


The track record of Alice Evans in managing mutual funds in this sector is still too short for us to draw any meaningful conclusions and so our assessment is based largely on qualitative aspects.

Other funds managed

  Start Date
F&C GLOBAL THEMATIC OPPORTUNITIES 1 Nov 2010
Periods of worst performance
Absolute -16% (December 2010 - September 2011)
Relative -10% (December 2010 - November 2011)

Sector record since November 2010 (2 yr)


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. Past performance or any yields quoted should not be considered reliable indicators 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; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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