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Allied Dunbar UK Capital Growth

Ranked 172 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jonathan Barber

A long serving employee at Columbia Threadneedle, and lead manager on the Threadneedle UK Monthly Income fund, Jonathan Barber graduated with a BSc (Hons) in Business Administration from Bath University before starting his investment career at Scottish Equitable as an investment analyst in 1990. He moved to join Eagle Star Investment Managers as a fund manager in 1992, and the firm became part of Columbia Threadneedle in 1994. During his time at Columbia Threadneedle, Jonathan has managed a number of the firm’s funds.

Objective

The Fund seeks to invest primarily for capital growth from a portfolio of equities based in the United Kingdom. Investments are made for capital growth, primarily in shares of leading companies, but also may be made indirectly through other types of permitted investment such as unit trusts, investment trusts, convertible securities, traded options, warrants and also through fixed interest securities and other media as circumstances warrant and as permitted by the Regulations.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 172/255 Total Return
  • Rank 166/255 Standard Deviation
  • Rank 161/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.4%
2018 -13.0% -6.2% 7.9% -0.1% -14.0%
2017 9.5% 5.4% 1.6% -0.4% 2.6%
2016 12.1% 1.1% -1.7% 10.5% 2.1%
2015 0.9% 2.4% -0.6% -7.5% 7.1%
2014 5.3% -0.3% 0.7% -1.9% 6.9%
2013 23.8% 11.5% -0.6% 4.0% 7.4%
2012 14.1% 7.7% -2.8% 5.6% 3.2%
2011 -3.1% 0.8% 1.4% -13.7% 9.9%
2010 14.2% 5.3% -11.1% 14.9% 6.3%
2009 19.9% -9.0% 7.3% 18.1% 4.0%
2008 -28.2% -8.8% -0.3% -13.8% -8.5%
2007 10.4% 4.5% 3.5% -0.7% 2.7%
2006 19.1% 9.6% -2.0% 3.9% 6.7%
2005 21.1% 3.0% 5.3% 7.5% 3.9%
2004 11.7% 1.6% 0.9% 2.8% 6.0%
2003 16.8% -7.3% 12.8% 3.1% 8.4%
2002 -20.4% 2.8% -9.0% -18.7% 4.6%
2001 -12.8% -8.5% 1.3% -11.3% 6.0%
2000 -2.9% 0.6% -3.0% 1.9% -2.3%
1999 19.4% 5.2% 0.1% -3.5% 17.4%
1998 14.3% 12.7% 1.7% -10.0% 10.8%
1997 25.4% 4.8% 3.7% 13.2% 2.0%
1996 14.4% 3.6% 1.6% 4.2% 4.3%
1995 23.7% 1.5% 7.8% 8.0% 4.6%
1994 -6.4% -1.7% -7.8% 1.3% 1.9%
1993 20.6% 2.6% 2.8% 6.1% 7.9%
1992 19.9% 0.3% 6.1% -0.8% 13.5%
1991 21.2% 16.3% -1.2% 10.9% -4.9%
1990 -10.7% -5.6% 5.5% -16.6% 7.7%
1989 22.2% 17.0% 3.4% 4.1% -3.0%
1988 1.1% -2.7% 13.1% -6.9% -1.3%
1987 3.0% -25.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date24/06/1987
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN GB0000189174

Purchase Info

  • Min. initial investment2,000
  • Min. regular additional investment0

Charges

  • Annual management1.95%
  • Initial investment6.13%

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