STANDARD LIFE UK EQUITY HIGH INCOME I - Manager
Bestinvest rating
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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-0.10%
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-0.05%
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-0.38%
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-0.15%
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-0.03%
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-0.19%
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-0.14%
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0.09%
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39.4%
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43.6%
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91.2%
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|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Karen Robertson
 "Photo of Karen Robertson")
Robertson joined Standard Life as a UK Investment Analyst in 1990 after graduating in Economics (BA Hons) from Strathclyde University. She qualified as an Associate of Society of Investment Professionals (formerly AIIMR) in 1993 and was appointed Senior Investment Analyst in 1994.
Track record
Karen Robertson has 15.3 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.09%.
During the worst period of relative performance (from November 1997 - March 2000) there was a decline of 19% relative to the index. The worst absolute loss has been 39%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 91%.
Other funds managed
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Start Date |
STANDARD LIFE UK EQUITY GENERAL SLTM
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–
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May 2004
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Feb 1997
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STANDARD LIFE EQUITY INCOME IT SUB SHARES
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–
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| Periods of worst performance |
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Absolute
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-39%
(May 2007 - March 2009)
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|
Relative
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-19%
(November 1997 - March 2000)
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Sector record since
February 1997 (15 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