F&C MAXIMUM INCOME BOND 1 - Manager
No Bestinvest rating
Find rated £ high yield 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
|
5 years
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Career
|
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–
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–
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–
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–
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0.35%
|
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–
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–
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0.02%
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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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Fatima Luis
Born in the US, she graduated in International Economics and obtained a masters in Industrial Relations and Management from LSE. She began her career specialising in emerging market bonds at BB securities in 1996, then joined RSA in 1998. She is responsible for the high yield portion of the bond portfolios and is part of a team that looks after £4.7bn of assets in corporate bonds.
Track record
The track record of Fatima Luis 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
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Start Date |
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Oct 2004
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Jul 2004
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Nov 2000
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| Periods of worst performance |
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Absolute
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-11%
(May 2011 - September 2011)
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|
Relative
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-5%
(March 2011 - June 2011)
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Sector record since
March 2011 (1 yr)
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