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FP CRUX UK A Inc

Ranked 52 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Ward

Jamie Ward has more than 12 years of experience in the industry and currently manages the CRUX UK fund. He began his career as a fund manager at Brown Shipley before moving on to be an equity analyst at Investec and Williams de Broë with responsibility for several sectors. After this, Ward was an equity analyst at boutique hedge fund manager Wolos Capital. He joined Oriel Asset Management in 2014 to help run what is now the CRUX UK fund. He moved to CRUX Asset Management at the start of 2017. Ward graduated with a first-class degree in mathematics from the University of Hull and is a CFA charter holder.

Objective

The investment objective of the Fund is to achieve long term total returns in excess of the Fund's benchmark. In seeking to achieve the Fund's objective, the portfolio will consist predominantly of FTSE 350 constituent equity securities. The Fund may also invest in non-UK securities. The Fund may also invest in money market instruments, deposits, warrants, units in collective investment schemes and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 52/255 Total Return
  • Rank 18/255 Standard Deviation
  • Rank 26/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.4%
2018 -7.7% -5.8% 8.9% -1.6% -8.5%
2017 7.3% 2.3% 2.0% 0.3% 2.5%
2016 17.8% 1.2% 1.9% 8.3% 5.5%
2015 2.2% 4.9% -3.0% -6.8% 7.8%
2014 1.8% -0.7% 1.2% -3.3% 4.8%
2013 27.1% 13.8% -1.0% 4.4% 8.0%
2012 11.6% 5.4% -0.7% 4.3% 2.2%
2011 -0.6% -0.5% 1.5% -11.4% 11.0%
2010 12.8% 4.2% -10.0% 12.5% 6.9%
2009 21.5% -12.5% 10.3% 19.4% 5.5%
2008 -26.8% -7.6% -1.2% -13.9% -6.9%
2007 -1.2% 2.1% 2.7% -5.6% -0.3%
2006 12.9% 9.8% -5.1% 2.2% 6.0%
2005 21.2% 3.2% 5.1% 8.6% 2.9%
2004 11.8% 3.1% 0.4% 2.4% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
GlaxoSmithKline PLC ORD 4.91%
Smith & Nephew PLC ORD 4.76%
HSBC Holdings PLC ORD 4.56%
Experian PLC ORD 4.55%
JPMorgan Chase & Co ORD 4.51%
Diageo PLC ORD 4.40%
Compass Group PLC ORD 4.37%
Sage Group PLC ORD 4.22%
PZ Cussons PLC ORD 4.19%
BP PLC ORD 4.08%
31/12/2018

Registered For Sale In

  1. Germany
  2. United Kingdom

Fund Info

  • Launch date26/04/1993
  • Share Class size06Mn
  • Base currencyGBP
  • ISIN GB0030613276

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment4.50%

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Crux to acquire Oriel Asset Management

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Oriel’s Barton keeps faith with oil majors despite price slump

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Oriel’s Barton doubles cash as he struggles to find opportunities

The UK manager has cut a number of its largest positions as he felt they had got too expensive.

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