RIVER AND MERCANTILE GLOBAL HIGH INCOME A - Manager
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Find rated global equity income 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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–
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0.16%
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-0.35%
|
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–
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–
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-0.10%
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0.0%
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0.0%
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0.0%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Alex O’Reilly
 "Photo of Alex O’Reilly")
O’Reilly graduated in Natural Science and Management Studies from St John’s College, Cambridge University in 1999. He joined F&C Management working as an analyst then Assistant Portfolio Manager on UK and US smaller companies before moving to Rio Tinto Pension Investments in 2004 as a fund manager, where he worked as part of a three-person global equity team running a £1bn in-house scheme. In 2007 he was recruited by Alex Stanic to join Newton Investment management where he worked with Stanic on the Global Opportunities strategy and spearheaded Newton’s Kokusai (Global ex-Japan) business. He is a member of the CFA Institute.
Track record
The track record of Alex O’Reilly 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
| Periods of worst performance |
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Absolute
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-17%
(March 2011 - September 2011)
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|
Relative
|
-7%
(January 2011 - November 2011)
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Sector record since
May 2010 (2 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