Merian UK Dynamic Equity GBP Inc R

Ranked 12 out of 19 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Luke Kerr

Luke Kerr, ACA, CFA is a fund manager at Old Mutual Global Investors based in London where he deals in equities, using a pragmatic investment style. Prior to joining Old Mutual, Luke was a business analyst at Arthur Anderson. He graduated from Oxford University with a degree in Chemistry and outside of fund management Luke lists bridge, golf, tennis, skiing and the theatre among his interests.

Objective

The investment objective of the Fund is to achieve capital appreciation by taking long and short positions principally in UK equities outside the FTSE 100 Index.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/05/2018 - 31/05/2019
  • Rank 12/19 Total Return
  • Rank 15/19 Standard Deviation
  • Rank 15/19 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -19.4% -6.5% 8.6% -0.8% -20.0%
2017 32.4% 10.0% 8.0% 6.2% 4.9%
2016 10.5% -4.1% -5.7% 17.6% 3.8%
2015 23.5% 7.7% 4.9% 1.8% 7.4%
2014 5.6% 6.0% -6.7% 2.6% 4.1%
2013 43.0% 14.7% 3.4% 9.3% 10.4%
2012 26.9% 16.0% -5.8% 9.7% 5.9%
2011 -6.0% 0.3% 3.3% -16.6% 8.8%
2010 31.1% 6.2% -6.7% 17.1% 13.0%
2009 23.2% -2.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Ireland
  3. Singapore
  4. Spain
  5. Sweden
  6. Switzerland
  7. United Kingdom

Fund Info

  • Launch date30/06/2009
  • Share Class size408Mn
  • Base currencyGBP
  • ISIN IE00BLP59769

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0.00%

Related News

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