UBS UK SMALLER COMPANIES B - 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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0.89%
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-1.38%
|
0.08%
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-0.35%
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-0.12%
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-0.13%
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-0.17%
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0.26%
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48.4%
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43.6%
|
97.1%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Frank Manduca
 "Photo of Frank Manduca")
A 1985 Economics History graduate at Kent University, Manduca began his career as a food manufacturing and retail analyst with Laurence Prust & Co, moving into smaller companies in 1987. He joined Gartmore in 1990 where he managed their UK Smaller Companies fund, forming part of a 5-strong team which managed over £1 billion. He was also a member of Gartmore’s High Performance Team of 5 senior managers. In March 2002 he left Gartmore, joining UBS in September 2002 where he is now head of the Pan European Small and Mid Cap Team.
Track record
Frank Manduca has 16.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been +0.26%.
During the worst period of relative performance (from February 2000 - November 2001) there was a decline of 34% relative to the index. The worst absolute loss has been 61%. Statistically, we estimate the probability that this fund manager is adding value, rather than being lucky, is 97%.
Other funds managed
| Periods of worst performance |
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Absolute
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-61%
(May 2007 - February 2009)
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Relative
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-34%
(February 2000 - November 2001)
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Sector record since
June 1994 (17 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