UK
The GT Income Fund, a unit trust invested in UK equities with a mandate to outperform and yield more than its benchmark, the FTSE All Share Index. It achieved performance of 351.4% versus an index return of 324.8% over 10 years and 169.4% versus 133.3% over 5 years. It ranked 3rd out of 69 funds over 10 years and 2nd out of 77 funds over 5 years in the Micropal UK equity income unit trust universe to May 1998, at which time he relinquished responsibility for the fund. Over the full 13 year period of his responsibility for the fund it rose in value by 685% versus 613%, ranking 10 out of 50 funds. GT's UK pension fund accounts. Collectively the GT accounts achieved returns of 19.9% compared to the WM 2000 weighted average universe of 16.9% over the 3 years to September 1995 which ranked in the 5th percentile. In addition the UK equity proportion of the fund achieved a return of 21.3% compared to 17.6% which ranked in the 7th percentile. Responsibility for the funds was relinquished after September 1995. The M&G Capital fund, a UK equity total return unit trust. Following restructuring of the fund it ranked 83rd out of 266 funds and 57th out of 275 funds in the Micropal UK all companies unit trust universe (quoted bid to bid) in the 1 year and 6 months respectively to 10th April 2000.

GLOBAL
The GT International Income fund, an international balanced unit trust excluding investments in the UK. It achieved performance of 334.9% versus an all equity index (FT S&P Act Wld ex UK) of 189.2% over 10 years and 105.8% versus 79.1% over 5 years. It ranked 1st out of 5 funds over 10 years and 2nd out of 6 funds over 5 years in the Micropal International Income unit trust universe to May 1998, at which time he relinquished responsibility for the fund. Over 12 years the fund ranked 1st out of three funds having achieved performance of 348% compared to the index of 243%. The GT Global Growth & Income fund, a global balanced US mutual fund. It achieved performance of 102.8% versus its benchmark index (60% MSCI World index, 40% Salomon World Government Bond index) of 81.9% over 5 years. It ranked 4th out of 13 funds with similar mandates in the Lipper global & international fund universe to April 1998, at which time he relinquished responsibility for the fund. The fund was rated with a 4 star historical profile and a 5 category rating by Morningstar in May 1998. A global ex UK small company institutional mandate. It achieved an annualised return of 19% compared to its customised index of 10.9% over the 6 years to September 1997, at which time the account was closed. The M&G International Growth fund, a global equity unit trust. Following restructuring of the fund it ranked 119th out of 135 funds and 55th out of 139 funds in the Micropal Global Growth unit trust universe (quoted bid to bid) in the 1 year and 6 months respectively to 24th April 2000.