RIVER & MERCANTILE UK EQUITY INCOME A - 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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–
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–
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0.20%
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0.02%
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-0.15%
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0.02%
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–
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0.06%
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75.2%
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0.0%
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78.8%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Richard Staveley
 "Photo of Richard Staveley")
Richard studied politics at Newcastle University, then qualified as a Chartered Accountant with PricewaterhouseCoopers in London. Subsequently, he worked at Bradshaw Asset Management, gaining experience of UK and European equities as Assistant Fund Manager. He joined SG Asset Management in 2001. He is a CFA charter holder and is Head of UK SmallCap equities.
Track record
Richard Staveley has 3.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.06%.
During the worst period of relative performance (from October 2009 - November 2011) there was a decline of 8% relative to the index. The worst absolute loss has been 16%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 79%.
Other funds managed
| Periods of worst performance |
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Absolute
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-16%
(April 2011 - September 2011)
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|
Relative
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-8%
(October 2009 - November 2011)
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Sector record since
March 2009 (3 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