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CFP SDL UK Buffettology General Inc

Ranked 2 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Keith Ashworth-Lord

Keith Ashworth-Lord is the founder of Sanford DeLand Asset Management and a graduate of the Natural Sciences with a Master’s Degree in Management Studies from Imperial College, London. His career spans over thirty years in equity capital markets, working in company investment analysis, corporate finance and fund management. He is a Chartered Fellow of the Chartered Institute for Securities and Investment and he holds the Investment Management Certificate of the United Kingdom Society of Investment Professionals.

Objective

To seek to achieve an annual compounding rate of return over the long term which is superior to the performance of the UK stock market. The Fund will invest principally in a portfolio of UK equities, 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. The Investment Adviser will adopt a focussed approach to investing in shares of those companies which it believes have strong operating franchises and experienced management teams and whose shares are undervalued and offer the potential for improved economic growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/01/2018 - 31/01/2019

Total Return

Quarterly Performance

to 01/01/2019 Annual Q1 Q2 Q3 Q4
2018 -0.1% -1.0% 7.2% 4.6% -10.0%
2017 25.0% 3.5% 3.5% 8.3% 7.7%
2016 12.1% -4.1% -3.0% 11.6% 8.0%
2015 27.3% 4.0% 7.0% 2.4% 11.7%
2014 1.5% 0.4% -0.6% -2.0% 3.8%
2013 36.0% 11.2% 4.0% 13.4% 3.7%
2012 34.3% 14.4% -1.0% 12.1% 5.8%
2011 2.9% -15.0% 0.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
GBP Cash 15.20%
Games Workshop Group PLC ORD 5.32%
Ab Dynamics PLC ORD 4.82%
Bioventix PLC ORD 4.13%
Craneware PLC ORD 3.80%
RWS Holdings PLC ORD 3.44%
Liontrust Asset Management PLC ORD 3.22%
Dart Group PLC ORD 3.17%
A.G.Barr PLC ORD 3.13%
Croda International PLC ORD 2.96%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/03/2011
  • Share Class size42Mn
  • Base currencyGBP
  • ISIN GB00B3QQFJ66

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.70%
  • 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).