LFPartners Inv Funds-Stonebridge UK Val Opps R GBP

Ranked 111 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The Funds objective is to seek consistent medium to long-term capital growth by investing in UK equity securities, while having a low correlation between the portfolio of the Fund and the UK equity market. The philosophy of the Sub-Fund is to invest in shares of companies that exhibit deep value characteristics i.e. that exhibit balance sheet strength in relation to their market capitalization. To provide a margin of safety, the Sub-Fund seeks to identify companies that have been profitable in the past and can realistically be expected to be able to stay profitable.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.2%
2018 -10.9% -5.8% 4.4% -0.3% -9.2%
2017 5.0% 2.4% 0.9% 0.1% 1.5%
2016 0.2% -2.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date07/06/2016
  • Share Class size23Mn
  • Base currencyGBP
  • ISIN LU1408323167

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment0

Charges

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