UNICORN UK 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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1.43%
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1.12%
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0.00%
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0.85%
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–
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0.80%
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98.6%
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0.0%
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98.7%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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John McClure
McClure is an Investment Manager at Unicorn Asset Management. He managed smaller companies portfolios at Guinness Flight Global Asset Management Limited (April 1992 – October 1997) before joining Unicorn in 1997. Prior to this he worked for United Friendly Assurance (September 1987 – January 1989) and Hermes Asset Management (January 1989 – April 1992). McClure is closely involved in the application of the Unicorn investment process to the Unicorn UK Income Fund as well as the Acorn Income Fund. McClure is a Business Administration graduate from Strathclyde University with an MBA from Edinburgh University.
Track record
John Mcclure has 3.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.8%.
During the worst period of relative performance (from September 2011 - December 2011) there was a decline of 9% relative to the index. The worst absolute loss has been 28%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 99%.
Other funds managed
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Start Date |
ACORN INCOME FUND ORDS
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Jan 2007
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Jul 2008
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ACORN INCOME FUND ZDP
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Dec 2011
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| Periods of worst performance |
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Absolute
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-28%
(July 2008 - March 2009)
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Relative
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-9%
(September 2011 - December 2011)
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Sector record since
July 2008 (4 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