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FP Crux UK Special Situations I Acc

Ranked 159 out of 264 in - UK (All Companies) over 3 months
All calculations are in GBP unless stated

Managed by

Richard Penny

Richard Penny joined CRUX Asset Management in June 2018 from Legal & General Investment Management. Penny had worked at LGIM for 15 years, where he had managed the award-winning L&G UK Alpha Trust and L&G UK Special Situations Trust as well as several segregated mandates. Previously he worked at M&G Investment Management, and prior to that Scottish Amicable Investment Management. Penny has a master’s degree in engineering and economics from Oxford University.

Objective

The investment objective of the Fund is to achieve long-term capital growth, which should be viewed as 5 years or longer. The Fund will invest at least 80% of the value of its scheme property in shares listed on UK securities markets in companies that are incorporated or domiciled in the UK. These companies may or may not be headquartered in the UK and may or may not have a significant part of their business activities in the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/12/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.8%
2018 -12.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/09/2018
  • Share Class size05Mn
  • Base currencyGBX
  • ISIN GB00BG5Q5X24

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.75%
  • 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).