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Castlefield B.E.S.T UK Opportunities General Inc

Ranked 185 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Mark Elliott

Mark Elliott is an investment manager at Castlefield Investments where he runs the Premier ConBrio UK Opportunities and Conbrio Managed Multi Asset fund. Previously, he worked at Brown Shipley & Co as an assistant investment manager. Mark attended the University of Leeds where he studied chemistry. He is a member of the CFA Institute and CISI. In his spare time, he enjoys the cinema and theatre.

Objective

The investment objective of the Fund is to invest primarily for long term capital growth from a portfolio of investments. The ACD's investment policy is actively to invest in those companies, primarily within the UK, where the manager believes there are above average opportunities for growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 5.7%
2018 -1.6% -0.6% 6.7% 3.1% -10.0%
2017 9.0% 2.8% 2.3% 3.5% 0.2%
2016 3.6% -1.7% -1.7% 5.2% 1.9%
2015 6.7% 6.4% 0.1% -2.5% 2.8%
2014 -0.8% 0.5% -1.2% -2.6% 2.5%
2013 24.4% 11.2% -2.2% 6.4% 7.4%
2012 10.9% 10.7% -10.1% 10.1% 1.3%
2011 -8.7% -0.2% 0.7% -14.5% 6.1%
2010 20.8% 5.8% -9.8% 14.5% 10.6%
2009 37.2% -9.8% 16.9% 27.0% 2.5%
2008 -47.6% -7.0% -3.3% -21.4% -25.9%
2007 -2.7% -0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/04/2019

Top 10 Holdings

Stock Size
GBP Cash 5.98%
PPHE Hotel Group Ltd ORD 5.82%
Hikma Pharmaceuticals PLC ORD 4.73%
Cineworld Group PLC ORD 4.67%
RWS Holdings PLC ORD 4.36%
Whitbread PLC ORD 4.24%
Diageo PLC ORD 3.70%
Smith & Nephew PLC ORD 3.51%
Prudential PLC ORD 3.33%
Rio Tinto PLC ORD 3.32%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/2007
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00B1XQN911

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment0.00%

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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).