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BMO Responsible UK Equity 1 Acc

Ranked 84 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Catherine Stanley

Catherine Stanley is a managing director and head of the Global Small Cap team at BMO Asset Management. Since June 2009, Stanley has been lead manager of the BMO Responsible UK Equity fund and the BMO Responsible UK Income fund, and in June 2013 the Global Smaller Cap Equity Fund was launched with Stanley as lead. She joined the group in 2000. Prior to this Stanley spent nine years at Framlington, where she managed both retail and institutional UK smaller company funds. She has an MA (Hons) in geography from the University of Oxford and is a member of the CFA Society of the UK.

Objective

The Fund invests only in assets which meet the Funds predefined ethical screening criteria. The Fund invests primarily in equities of UK companies. These are companies in any economic sector and of any market capitalisation that may be listed, quoted or traded in the UK or elsewhere but which are incorporated, domiciled or conduct a significant portion of their business in the UK. To the extent that the Fund is not fully invested in equities, the Fund may also invest in other transferable securities (including, from time to time at the investment managers discretion equities of non-UK companies), collective investment schemes, money market instruments, deposits, warrants, cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 84/255 Total Return
  • Rank 94/255 Standard Deviation
  • Rank 51/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.6%
2018 -7.8% -5.6% 9.8% -0.6% -10.5%
2017 18.7% 4.9% 5.6% 2.1% 5.0%
2016 7.5% -2.7% -1.4% 10.3% 1.5%
2015 6.5% 5.2% 1.5% -5.7% 5.9%
2014 3.9% 0.4% -0.1% 0.8% 2.8%
2013 26.3% 12.4% -1.3% 6.0% 7.4%
2012 18.0% 10.4% -2.4% 5.8% 3.4%
2011 -7.5% 2.2% 0.8% -14.5% 5.0%
2010 18.3% 6.1% -4.9% 11.3% 5.3%
2009 22.2% -10.4% 12.6% 19.9% 1.1%
2008 -36.6% -9.5% -9.7% -10.4% -13.4%
2007 -6.2% 3.3% -0.9% -5.7% -2.8%
2006 25.2% 8.9% -3.8% 7.0% 11.8%
2005 16.6% 3.7% 2.5% 4.1% 5.5%
2004 21.3% 8.9% 3.1% 0.4% 7.7%
2003 26.2% -5.3% 17.9% 8.5% 4.2%
2002 -25.6% 1.7% -11.9% -17.5% 0.7%
2001 -14.2% -8.0% -0.3% -16.1% 11.5%
2000 -3.2% 1.3% -2.7% 3.4% -5.0%
1999 32.9% 10.6% 7.6% -1.6% 13.4%
1998 4.8% 14.0% 0.7% -13.6% 5.6%
1997 10.3% 6.9% -4.2% 6.2% 1.4%
1996 21.3% 8.3% 6.5% 1.0% 4.1%
1995 21.7% 1.2% 6.5% 8.8% 3.8%
1994 -7.2% -1.2% -6.7% 0.7% 0.0%
1993 31.4% 10.7% 2.8% 5.3% 9.8%
1992 15.8% 0.8% 8.5% -8.4% 15.6%
1991 18.3% 13.1% -2.7% 9.4% -1.7%
1990 -16.9% -6.6% 3.2% -13.9% 0.1%
1989 20.6% 14.6% 2.6% 5.0% -2.3%
1988 7.0% 5.6% 6.5% -3.4% -1.4%
1987 21.8% 24.3% 22.2% 6.8% -25.0%
1986 25.6% 11.7% 5.2% -1.2% 8.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.34%
AstraZeneca PLC ORD 3.60%
GlaxoSmithKline PLC ORD 3.46%
Unilever PLC ORD 2.83%
Experian PLC ORD 2.79%
Legal & General Group PLC ORD 2.64%
Prudential PLC ORD 2.46%
John Laing Group PLC ORD 2.40%
Lloyds Banking Group PLC ORD 2.32%
Compass Group PLC ORD 2.27%
28/02/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date01/06/1984
  • Share Class size169Mn
  • Base currencyGBP
  • ISIN GB0030833981

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

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).