UBS GLOBAL OPTIMAL A - Manager
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Average monthly relative returns
|
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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0.06%
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0.26%
|
-0.48%
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-0.34%
|
|
-0.19%
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–
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-0.09%
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43.3%
|
0.0%
|
54.8%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Nick Melhuish
 "Photo of Nick Melhuish")
Melhuish is a Managing Director and has been Head of Global Equities at UBS Global Asset Management since 2007. Previously, he was the lead portfolio manager and team head for the traditional global equity strategy at Nicholas Applegate Capital Management from 2003 to 2007.
Track record
Nick Melhuish has 4.3 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 April 2010 - November 2011) there was a decline of 14% relative to the index. The worst absolute loss has been 32%.
Other funds managed
| Periods of worst performance |
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Absolute
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-32%
(May 2008 - February 2009)
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|
Relative
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-14%
(April 2010 - November 2011)
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Sector record since
February 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