Smith & Williamson UK Equity Growth Fund

Ranked 204 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Mark Boucher

Mark Boucher started his career as an institutional stockbroker after training at Wedd Durlacher. In 1992 he joined Leopold Joseph & Sons where he managed a hedge fund before joining Smith & Williamson in 2006. Mark is currently the lead manager on the Smith & Williamson UK Equity Growth Trust fund.

Rupert Fleming

Rupert Fleming joined Smith & Williamson in 2005 where he manages a range of investment portfolios and shares responsibility for coverage of the media sector. Prior to this he was a fund manager at Leopold Joseph/ Bank of Butterfield and before this he worked as an equity salesman at Robert Fleming Securities.

Objective

The Fund aims to achieve long-term growth of capital, primarily through investment in the UK but with some exposure to other world markets from time to time. in order to achieve this objective, the strategy is to invest primarily in established UK companies where the Manager believes there to be good prospects for above average growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 204/255 Total Return
  • Rank 202/255 Standard Deviation
  • Rank 203/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.6%
2018 -15.6% -6.3% 7.8% -0.7% -15.8%
2017 13.8% 2.3% 3.5% 2.5% 5.0%
2016 9.4% -7.2% -3.8% 15.1% 6.4%
2015 5.4% 5.6% 0.5% -4.6% 4.1%
2014 9.2% 4.9% -2.7% 2.2% 4.7%
2013 28.2% 7.5% 0.1% 8.2% 10.1%
2012 12.6% 8.2% -4.1% 3.9% 4.4%
2011 -10.3% -0.9% -0.7% -12.7% 4.4%
2010 15.7% 5.7% -9.8% 12.2% 8.1%
2009 25.4% -8.1% 10.9% 19.9% 2.7%
2008 -26.8% -8.7% 0.6% -13.2% -8.2%
2007 8.1% 3.0% 4.3% -0.5% 1.1%
2006 12.2% 7.5% -5.2% 3.9% 6.0%
2005 13.0% 2.7% 3.2% 4.2% 2.4%
2004 9.2% -0.6% 2.2% 1.8% 5.7%
2003 21.2% -7.1% 15.9% 5.4% 6.8%
2002 -28.7% -2.4% -13.5% -19.7% 5.2%
2001 -17.1% -10.7% 1.8% -17.0% 9.9%
2000 -2.6% -0.4% -1.5% 2.2% -2.8%
1999 43.3% 10.4% 1.9% -3.3% 31.8%
1998 17.8% 18.1% 1.5% -17.3% 18.9%
1997 15.9% 4.4% 1.3% 11.9% -2.1%
1996 18.5% 4.9% 3.6% 3.1% 5.7%
1995 16.5% -1.9% 6.2% 7.0% 4.5%
1994 -14.9% -7.1% -10.7% 2.9% -0.2%
1993 33.9% 6.3% 2.6% 6.5% 15.4%
1992 23.3% 4.4% 6.7% -0.2% 10.9%
1991 17.2% 16.9% 0.2% 4.7% -4.5%
1990 -19.9% -5.1% 3.2% -20.7% 3.2%
1989 49.0% 22.2% 9.1% 5.7% 5.7%
1988 8.5% 7.0% 5.5% -1.9% -2.0%
1987 7.1% -32.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
BP PLC ORD 6.91%
Diageo PLC ORD 6.21%
Rio Tinto PLC ORD 4.88%
Tesco PLC ORD 4.49%
Ashtead Group PLC ORD 4.45%
BHP Group PLC ORD 4.45%
AstraZeneca PLC ORD 3.81%
Unilever PLC ORD 3.37%
Future PLC ORD 3.06%
Cineworld Group PLC ORD 2.67%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/05/1987
  • Share Class size19Mn
  • Base currencyGBP
  • ISIN GB0008178682

Purchase Info

  • Min. initial investment1,000
  • 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).