UBS UK EQUITY INCOME 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
|
Career
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3 years
|
5 years
|
Career
|
|
-0.17%
|
0.12%
|
-1.01%
|
-0.33%
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0.19%
|
|
-0.38%
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-0.24%
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-0.19%
|
12.7%
|
29.8%
|
34.5%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Brian Gallagher
Gallagher’s career began in 1993 at CIN Management where he was a UK analyst. He then moved to Prolific Asset Management where he co-managed 4 income funds with assets totalling £1bn. In September 1998 he joined Canada Life Asset Management as a UK/European Analyst, before moving in July 1999 to Murray Johnstone in Glasgow where he jointly managed 5 closed end investment vehicles including the £100m Murray Extra Return IT. He joined Gartmore in June 2000 and moved to UBS in 2007.
Track record
Brian Gallagher has 6.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.19%.
During the worst period of relative performance (from September 2002 - February 2011) there was a decline of 21% relative to the index. The worst absolute loss has been 56%.
Other funds managed
| Periods of worst performance |
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Absolute
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-56%
(April 2001 - February 2009)
|
|
Relative
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-21%
(September 2002 - February 2011)
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Sector record since
April 2001 (7 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