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EF 8AM Focussed A Inc

Ranked 359 out of 395 in - Balanced GBP over 12 months
All calculations are in GBP unless stated

Managed by

Tom McGrath

Tom McGrath is a partner at 8AM GLOBAL with specific fund management responsibility for the FP 8AM Focussed fund, which he co-manages with Andy Merricks. Prior to 8AM, he founded Apollo MAM, pioneering the multi-asset approach to investment in the UK. Prior to Apollo, Tom was at Miton Investments, co-managing the Special Situations fund with the late Martin Gray. He is a rugby, golf and cricket enthusiast, and still plays the latter two, though he retired from rugby after one break too many.

Andy Merricks

Objective

The objective of the Fund is to achieve long term capital growth. The Fund will aim to operate within a volatility range* of between 0.00 and 4.5 and to achieve its objective through strategic asset allocation between a variety of asset classes, markets and strategies.

Showing fund performance in United Kingdom View performance globally

Performance

Balanced GBP over : 31/03/2018 - 31/03/2019
  • Rank 359/395 Total Return
  • Rank 393/395 Standard Deviation
  • Rank 394/395 Max Drawdown
Fund Name Currency Risk
391 Valu-Trac Teal Widgeon GBP

13.6

392 The OHP Inc GBP

14.1

393 EF 8AM Focussed A Inc GBP

14.3

394 The Beagle Fund Inc GBP

15.1

395 Consistent Opportunities Unit Trust Inc GBP

16.0

Fund Name Currency Loss
391 The OHP Inc GBP

-13.7%

392 VT Garraway Multi Asset Growth A Acc GBP

-14.4%

393 The Beagle Fund Inc GBP

-16.0%

394 EF 8AM Focussed A Inc GBP

-16.4%

395 Consistent Opportunities Unit Trust Inc GBP

-18.9%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.6%
2018 -11.1% -2.8% 4.2% 4.1% -15.7%
2017 14.0% 6.8% 1.6% 1.2% 3.9%
2016 14.4% 1.3% 2.7% 8.0% 1.8%
2015 1.3% 6.4% -3.6% -5.8% 4.9%
2014 2.8% -1.4% 1.7% 1.3% 1.1%
2013 0.7% -0.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
L&G Cyber Security UCITS ETF 10.95%
L&G ROBO Global Robotics and Automation UCITS ETF 9.89%
iShares Healthcare Innovation UCITS ETF USD (Acc) 7.69%
iShares Digitalisation UCITS ETF USD (Acc) 7.32%
Worldwide Healthcare Trust PLC 7.20%
iShares EURO STOXX Banks 30-15 (DE) 7.10%
ETFS Brent Oil 6.72%
Legg Mason IF Japan Equity X Hedged GBP 6.19%
Smith & Willimason Artifical Intelligence B GBP 6.17%
Baillie Gifford Japanese Smaller Companies B Acc 5.79%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date07/05/2013
  • Share Class size11Mn
  • Base currencyGBX
  • ISIN GB00B9L4T627

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment10,000

Charges

  • Annual management0.90%
  • Initial investment1.00%

Related News

Skerritts investment manager to run multi-asset fund

Andy Merricks, investment manager at Brighton and Hove-based Skerritt Wealth Management and Chartered Financial Planners, will co-run the 8AM GLOBAL Focussed fund with existing fund manager Tom McGrath.

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