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Heronbridge UK Equity

Ranked 132 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Bevis Comer

Objective

Heronbridge's objective is to maximise long-term returns by investing in a diversified portfolio of soundly-financed, cash-generative, credible businesses that we consider undervalued by the market. We aim to outperform the UK market (represented by the FTSE All Share Index) significantly over the long term.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 132/255 Total Return
  • Rank 115/255 Standard Deviation
  • Rank 175/255 Max Drawdown
Fund Name Currency Loss
173 EdenTree Amity UK A GBP

-15.7%

174 Threadneedle UK Select Ret Net Inc GBX GBP

-15.8%

175 Heronbridge UK Equity GBP

-15.9%

176 Santander PF UK Equities A GBP

-15.9%

177 EdenTree UK Equity Growth A GBP

-16.0%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 11.6%
2018 -11.1% -3.7% 8.3% -1.1% -13.9%
2017 11.0% 6.1% 2.5% 3.2% -1.1%
2016 16.6% 0.5% 1.9% 7.6% 5.8%
2015 3.5% 8.4% 0.1% -5.9% 1.4%
2014 0.1% 1.0% 0.2% -3.9% 2.9%
2013 33.2% 13.8% 0.6% 9.3% 6.4%
2012 20.9% 10.2% -3.1% 7.5% 5.3%
2011 0.7% -0.7% 4.7% -10.3% 8.0%
2010 31.9% 9.2% -2.6% 12.4% 10.3%
2009 37.9% -10.0% 19.3% 24.8% 2.9%
2008 -14.6% -4.3% -2.5% -3.9% -4.8%
2007 -2.9% 5.7% 2.2% -4.2% -6.1%
2006 20.3% 3.9% -2.3% 6.7% 11.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Jersey
  2. United Kingdom

Fund Info

  • Launch date30/12/2005
  • Share Class size886Mn
  • Base currencyGBP
  • ISIN GB00B0TN1N90

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • 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).