UNICORN UK SMALLER COMPANIES A - Manager
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Average monthly relative returns
|
Bestinvest MRI
|
|
07/08
|
08/09
|
09/10
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10/11
|
11/12
|
|
3 years
|
5 years
|
Career
|
3 years
|
5 years
|
Career
|
|
–
|
-0.82%
|
0.37%
|
1.03%
|
-0.55%
|
|
0.28%
|
–
|
-0.02%
|
80.8%
|
0.0%
|
58.7%
|
|
Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
|
Sam Barton
 "Photo of Sam Barton")
No information available.
Track record
Sam Barton has 4.8 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.02%.
During the worst period of relative performance (from October 2008 - August 2009) there was a decline of 26% relative to the index. The worst absolute loss has been 47%.
Other funds managed
| Periods of worst performance |
|
Absolute
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-47%
(August 2007 - March 2009)
|
|
Relative
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-26%
(October 2008 - August 2009)
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Sector record since
August 2007 (5 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