Aberdeen SRI Team
Stephen Docherty has been head of global equities at Aberdeen since 2002, managing a team of 14 including fund managers, analysts and SRI researchers. He joined the company in 1994, having previously worked for Abbey National's Department of Actuarial Services within the Life Division. Docherty graduated with a BSc (Hons) in Mathematics and Statistics from the University of Aberdeen.
Cindy Rose is Head of SRI Research on the Global equity team, conducting SRI research and analysis on companies in which the ethical funds invest. She joined Aberdeen in 1999 as an investment writer and web editor. Previously, she worked for United States Tax Court, Washington DC. Rose has an MSc in Comparative Literature from the University of Edinburgh.
Aberdeen Sri Team has 19.2 years experience of managing mutual funds in this sector. Over this period the average monthly return relative to the benchmark index has been -0.11%.
During the worst period of relative performance (from May 2008 - October 2018) there was a decline of 40% relative to the index. The worst absolute loss has been 36%.
|Periods of worst performance
(May 2008 - February 2009)
(May 2008 - October 2018)