SARASIN GLOBAL EQUITY INCOME GBP HEDGED 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
|
5 years
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Career
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3 years
|
5 years
|
Career
|
|
–
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0.29%
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-0.61%
|
0.09%
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-0.16%
|
|
-0.23%
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–
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-0.11%
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36.3%
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0.0%
|
57.5%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Mark Whitehead / Guy Monson
 "Photo of Mark Whitehead / Guy Monson")
Monson joined Sarasin in London in 1984 after receiving an MA in Economics from Oxford University. In 1988 he became manager of Sarasin’s flagship GlobalSar Family of balanced investment funds. In the UK he pioneered the use of thematic investment in the management of global equity portfolios, resulting in the successful launch of the EquiSar family of funds in 1996.
In 1997 he became CIO for the Bank Sarasin Group, a partner of Bank Sarasin in 2001 and also joined the Bank's Board of Administration.
Track record
Mark Whitehead / Guy Monson has 4.7 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.11%.
During the worst period of relative performance (from February 2009 - February 2012) there was a decline of 15% relative to the index. The worst absolute loss has been 26%.
Other funds managed
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Start Date |
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Sep 2007
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May 2009
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| Periods of worst performance |
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Absolute
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-26%
(December 2007 - February 2009)
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|
Relative
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-15%
(February 2009 - February 2012)
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Sector record since
September 2007 (5 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