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CFP SDL Free Spirit Inc

Ranked 33 out of 111 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Rosemary Banyard

Despite the fact she is one of the UK's top female fund managers, Rosemary Banyard still manages to find time for her children on top of learning to play the violin and teaching a Sunday school class. Banyard is a UK Smaller Companies specialist and invests in companies she expects to provide long-term growth. She uses a bottom-up style and targets firms with unique products for which demand is not being met. Banyard's portfolio include the Schroder UK Smaller Companies unit trust. Born in March 1958, Banyard completed a degree in Classics from Cambridge University and an MBA from the London Business School. Her first post was in 1979 as a graduate trainee with James Capel and she became a key analyst at the group, with her areas of specialisation including textiles. In 1995 she got her first fund manager position with John Govett. She joined Schroders in 1997 and is co-head of the group's UK small Cap team and Pan-European smaller companies team.

Objective

The investment objective of the Fund is to seek to achieve real growth in capital and income over the long term. The Fund will invest mainly in a portfolio of UK equities listed on the LSE or quoted on AIM/ISDX and may also invest in other transferable securities, money market instruments, units and/or Shares in other collective investment schemes, deposits, warrants, cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2018 - 31/03/2019
  • Rank 33/111 Total Return
  • Rank 86/111 Standard Deviation
  • Rank 59/111 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.9%
2018 -5.4% -2.6% 7.0% 4.5% -13.2%
2017 2.7% 7.8% 7.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date10/01/2017
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB00BYYQC495

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management0.20%
  • 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).