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GVQ Opportunities Fund I

Ranked 199 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Seaton

Jamie Seaton was born in the mid-seventies in Yeovil, UK. He studied at Sherborne School and Southampton University, where he read Economics and Business Economics. Jamie is a member of the CFA Institute and holds the Investment Management Certificate (IMC) and is a CFA Charterholder. His financial career began in 2001 at Rothschild Asset Management as an Analyst and assistant Fund Manager. Since 2004 Jamie has worked for GVQ Investment Management (“GVQIM”) where he started as an Analyst before becoming Investment Manager on the GVO UK Focus Fund in April 2009. His investment focus is on all four drivers of equity value creation: earnings growth, rating, degearing and corporate activity. Jamie is also Chief Executive of GVQIM. Outside of work Jamie enjoys tennis, skiing and Formula 1.

Objective

The Fund aims to invest in the equity of a maximum of forty five publicly listed companies, primarily selected from the Fund's benchmark, the FTSE All-Share Total Return Index. The Fund may also invest up to 20% of its net assets in the equity of companies publicly quoted outside the UK. All of these assets shall be publicly listed / traded on a recognised market. The Fund is unconstrained with no specific sector or company size bias.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 199/255 Total Return
  • Rank 232/255 Standard Deviation
  • Rank 228/255 Max Drawdown
Fund Name Currency Return
197 Legal & General Growth R Acc GBP

0.1%

198 River and Mercantile UK Recovery A GBP

0.1%

199 GVQ Opportunities Fund I GBP

0.0%

200 EdenTree Amity UK A GBP

-0.3%

200 GVQ UK Focus I GBP

-0.3%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.6%
2018 -17.1% -8.4% 9.6% 1.1% -18.4%
2017 9.6% 3.6% 2.7% 1.6% 1.4%
2016 9.6% -2.3% -4.6% 14.7% 2.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date14/10/2015
  • Share Class size22Mn
  • Base currencyUnits
  • ISIN IE00BYMY5574

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.65%
  • 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).