WAY GLOBAL BLUE PORTFOLIO - Manager
No Bestinvest rating
Find rated mixed investment 40-85% shares funds
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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-0.31%
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0.62%
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-0.34%
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-0.36%
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-0.18%
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-0.29%
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-0.11%
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-0.07%
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42.5%
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63.7%
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76.4%
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Performance figures are based on the average of monthly percentage returns relative to the benchmark index.
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Richard Timberlake
 "Photo of Richard Timberlake")
Richard Timberlake was born in 1943 and trained as an investment analyst both in the City and on Wall Street. He began managing funds in 1969 and founded Fidelity's European operations in 1979, as managing director. In 1989 he left to set up Fund Research (which is now owned by Standard and Poors). He also served as Investment Director for Portfolio Fund Management for ten years before establishing IMS in 1999. Richard runs the team but is backed up by some key personnel.
Paul Kim has over twenty years of investment experience, largely in fund of funds. He joined IMS in 1999.
Giles Gilbertson has over 15 years investment experience, largely gained as research director with Standard & Poors Fund Research. He joined IMS in 2001.
Track record
Richard Timberlake has 9.7 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.07%.
During the worst period of relative performance (from February 2009 - December 2011) there was a decline of 17% relative to the index. The worst absolute loss has been 29%.
Other funds managed
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Start Date |
CF FUNDQUEST SELECT
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Jan 2003
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WAY GLOBAL RED PORTFOLIO
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Sep 2002
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WAY GLOBAL BLUE PORTFOLIO
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Sep 2002
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IMS SELECT INCOME PORTFOLIO
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Oct 2004
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| Periods of worst performance |
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Absolute
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-29%
(October 2007 - February 2009)
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Relative
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-17%
(February 2009 - December 2011)
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Sector record since
September 2002 (10 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