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FP Octopus UK Equity B Acc

Ranked 164 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Bish Limbu

Objective

The Fund aims to achieve capital growth over the medium to longer term which is in excess of that of the UK equity market average. The Fund aims to generate a return, which is in excess of that of the UK equity market average as measured by generally accepted broad market indices, like the FTSE All-share index. It will seek to achieve its objective through investments primarily in UK equities, through shares and units of collective investment schemes such as unit trusts, OEICs and other UCITS Funds, closed-ended schemes and individual stocks. Foreign currency exposure may be hedged back into -Sterling.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 164/255 Total Return
  • Rank 94/255 Standard Deviation
  • Rank 103/255 Max Drawdown
Fund Name Currency Return
162 Jupiter UK Special Situations GBP

1.8%

163 MFM Bowland GBP

1.8%

164 FP Octopus UK Equity B Acc GBP

1.7%

165 Barclays UK Alpha A Acc GBP

1.7%

166 LF Canlife UK Equity B Acc GBP

1.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.5%
2018 -10.4% -5.4% 8.9% -1.0% -12.1%
2017 11.9% 4.6% 2.4% 0.2% 4.3%
2016 10.5% -1.8% -1.5% 11.9% 2.1%
2015 5.3% 5.8% 0.5% -6.2% 5.6%
2014 0.7% 0.4% -0.2% -1.0% 1.5%
2013 23.8% 10.0% -0.4% 7.0% 5.7%
2012 19.5% 10.0% -4.8% 7.9% 5.7%
2011 -5.5% 1.1% 1.4% -11.3% 3.9%
2010 16.4% 5.5% -9.1% 11.8% 8.5%
2009 4.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Majedie UK Equity X Acc 12.50%
JOHCM UK Dynamic B Acc 12.44%
iShares Core FTSE 100 UCITS ETF (Dist) 11.04%
LF Woodford Equity Income C Sterling Acc 9.20%
LF Lindsell Train UK Equity Acc 8.23%
iShares UK Dividend UCITS ETF 8.09%
Ardevora UK Equity C 7.44%
Artemis UK Select I Acc 6.26%
Franklin UK Managers Focus Fund S(Acc) 5.55%
Merian UK Smaller Companies Focus GBP R Inc 4.61%
28/02/2019

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date07/09/2009
  • Share Class size05Mn
  • Base currencyGBX
  • ISIN GB00B4130Q19

Purchase Info

  • Min. initial investment3,000
  • Min. regular additional investment1,000

Charges

  • Annual management0.55%
  • Initial investment0.00%

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