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HL Select UK Growth Shares A Acc

Ranked 15 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the trust is to provide long term capital growth. The Fund will invest principally in UK equities. The Fund may also invest in exchange traded funds, international equities, and other permitted investments under the FCAs COLL Sourcebook and the UCITS regime. The Fund may use derivative instruments and forward transactions for the limited purposes of efficient portfolio management, including hedging.

Showing fund performance in United Kingdom View performance globally

Performance

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

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -3.2% -4.6% 11.3% 1.1% -9.8%
2017 19.2% 7.1% 3.9% 1.7% 5.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2018

Top 10 Holdings

Stock Size
Burford Capital Ltd ORD 5.43%
Relx PLC ORD 4.81%
BCA Marketplace PLC ORD 4.62%
Compass Group PLC ORD 4.49%
Auto Trader Group PLC ORD 4.41%
Diageo PLC ORD 4.34%
Ascential PLC ORD 4.30%
Experian PLC ORD 4.18%
GB Group PLC ORD 4.15%
Unilever PLC ORD 4.09%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/12/2016
  • Share Class size241Mn
  • Base currencyGBP
  • ISIN GB00BD5M6140

Purchase Info

  • Min. initial investment150,000
  • Min. regular additional investment0

Charges

  • Annual management0.02%
  • Initial investment3.00%

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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).