MFM Hathaway

Ranked 124 out of 262 in - Aggressive GBP over 12 months
All calculations are in GBP unless stated

Managed by

Graham Englefield

Graham Engelfield was born in Stroud in 1962. He attended the University of Warwick and Salamanca University where he studied Politics and Spanish, respectively. Graham is a qualified solicitor and holds the Diploma of SII. He started his career at Shakespeares Solicitors in 1994 and in 2000 he joined Hathaway Investment Management Ltd where he is currently a portfolio manager. Graham is a Fellow of the SII. Outside of fund management, he lists athletics (participating in road races), aikido, rugby, racing, shooting, tennis, soccer, music and the cinema & theatre as his main interests.

Objective

The Fund aims to provide long term capital and income growth. The fund will concentrate upon investment grade sterling bonds of companies, corporations, public bodies, institutions and sovereign issuers and the equities of corporations considered by the Investment Adviser to represent sound long-term value. The fund may also invest in, but is not restricted to, cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

Aggressive GBP over : 31/03/2018 - 31/03/2019
  • Rank 124/262 Total Return
  • Rank 233/262 Standard Deviation
  • Rank 210/262 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -9.2% -6.7% 7.0% 1.5% -10.4%
2017 21.7% 5.1% 5.8% 5.4% 3.9%
2016 14.5% 1.8% 0.7% 11.1% 0.5%
2015 6.9% 4.4% 2.8% -3.7% 3.3%
2014 2.4% 2.0% -1.3% 1.3% 0.3%
2013 23.8% 10.4% 0.6% 9.2% 2.1%
2012 14.2% 7.8% -3.8% 6.5% 3.4%
2011 -5.4% -1.2% 2.6% -9.4% 3.0%
2010 20.1% 11.6% -6.2% 5.5% 8.7%
2009 18.9% -5.8% 5.8% 18.9% 0.3%
2008 -20.0% -5.1% -5.1% 0.3% -11.5%
2007 3.0% 1.9% 0.5% 0.7% -0.1%
2006 10.1% 7.5% -3.8% 2.5% 3.9%
2005 15.0% 2.5% 2.7% 4.7% 4.2%
2004 14.1% 4.1% 1.0% 2.5% 5.9%
2003 18.3% 1.8% 9.5% 3.7% 2.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
United Kingdom 1.500% 22-Jan-2021 16.18%
Primary Health Properties PLC ORD 6.12%
Ocean Wilsons Holdings Ltd ORD 5.72%
Travis Perkins PLC ORD 5.68%
Tesco PLC ORD 4.91%
Meggitt PLC ORD 4.60%
Games Workshop Group PLC ORD 4.28%
Kone Oyj ORD 4.18%
Givaudan SA ORD 3.99%
Britvic PLC ORD 3.81%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/11/2002
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB0032395336

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment4.00%

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