EdenTree UK Equity Growth A

Ranked 181 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Philip Harris

Philip Harris is currently managing funds at EdenTree Investment Management. Philip started his career at Albert E Sharp in Birmingham as a private client executive and analyst before being internally promoted to work on their small companies and UK general funds. Since then he has grown his extensive knowledge of small and mid cap companies across Threadneedle, Credit Suisse, Hermes and RWC. His a graduate from Southampton University with a degree in modern history, politics and economics.

Ketan Patel

Ketan Patel currently works at EdenTree Investment Management. He began his career on the equity derivatives trading desk at JP Morgan, before moving to Insight Investment as a global healthcare analyst. He has been a CFA Charterholder since 2009, holds an undergraduate degree in History & Geography and post-graduate degrees in both Geography and Economics from the University of London.

Objective

The Fund aims to achieve long-term capital growth with a reasonable level of income. The UK Equity Growth Fund is designed to invest primarily in a range of UK incorporated and/or listed companies which the Manager believes offer good potential for long-term capital growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 181/255 Total Return
  • Rank 191/255 Standard Deviation
  • Rank 177/255 Max Drawdown
Fund Name Currency Loss
175 Heronbridge UK Equity GBP

-15.9%

176 Santander PF UK Equities A GBP

-15.9%

177 EdenTree UK Equity Growth A GBP

-16.0%

178 UBS UK Opportunities A Acc GBP

-16.0%

179 Lazard UK Omega B Inc GBP

-16.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.6%
2018 -11.8% -4.2% 9.3% -0.2% -15.6%
2017 19.2% 4.7% 4.8% 4.4% 4.0%
2016 1.6% -6.2% -7.9% 11.1% 5.8%
2015 11.1% 5.3% 3.9% -4.4% 6.2%
2014 0.5% 1.8% -5.9% -0.5% 5.4%
2013 43.2% 15.4% 3.9% 7.6% 11.0%
2012 24.3% 13.3% -3.0% 8.3% 4.5%
2011 -2.3% 0.8% 3.8% -13.1% 7.5%
2010 21.5% 4.2% -6.4% 14.8% 8.5%
2009 24.6% -9.0% 12.7% 18.6% 2.5%
2008 -28.3% -8.2% -3.9% -9.3% -10.5%
2007 -1.2% 3.5% 2.2% -4.5% -2.2%
2006 17.7% 8.4% -4.2% 4.4% 8.6%
2005 18.6% 3.7% 2.2% 5.5% 6.1%
2004 14.6% 3.4% 3.3% -0.4% 7.6%
2003 20.4% -7.2% 16.1% 4.4% 7.1%
2002 -18.1% 5.0% -8.1% -16.4% 1.6%
2001 -9.2% -5.5% 2.9% -13.5% 7.9%
2000 6.3% 0.0% 2.8% -0.8% 4.2%
1999 6.2%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GBP Cash 8.78%
Future PLC ORD 4.65%
Bellway PLC ORD 3.32%
Ashtead Group PLC ORD 3.15%
BP PLC ORD 3.07%
Relx PLC ORD 2.83%
Rio Tinto PLC ORD 2.73%
Blue Prism Group PLC ORD 2.69%
Prudential PLC ORD 2.57%
Lloyds Banking Group PLC ORD 2.52%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/09/1999
  • Share Class size12Mn
  • Base currencyGBP
  • ISIN GB0008445982

Purchase Info

  • Min. initial investment200
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).