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Lorimer Inc

Ranked 33 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

To provide long term capital growth. The fund invests in collective investment schemes that are invested in shares of global (incluging emerging markets) companies. The fund invests mainly in the UK market.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019
  • Rank 33/255 Total Return
  • Rank 143/255 Standard Deviation
  • Rank 48/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.1%
2018 -8.2% -5.9% 8.6% 0.7% -10.8%
2017 15.2% 4.7% 4.6% 0.2% 4.9%
2016 10.4% -1.0% 0.0% 10.0% 1.3%
2015 4.1% 5.8% -0.3% -5.7% 4.6%
2014 5.9% 0.9% -0.1% 1.1% 4.0%
2013 18.1% 10.5% -2.3% 5.1% 4.2%
2012 18.4% 10.2% -4.2% 7.6% 4.2%
2011 -7.2% -1.4% 0.3% -12.2% 6.9%
2010 21.2% 9.0% -6.1% 6.9% 10.9%
2009 31.3% -1.6% 7.7% 18.9% 4.2%
2008 -31.3% -10.2% -2.7% -8.6% -13.9%
2007 2.9% -2.4% -0.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Vanguard US Equity Index GBP Inc 8.76%
Findlay Park American GBP Unhedged 6.27%
LF Lindsell Train UK Equity Inc 6.11%
TB Evenlode Income C Inc 6.02%
LF Miton UK Multi Cap Income Inst B Inc 5.90%
Cullen Nth Am High Dvd Val Eqt I1 GBP Unhe Ins Dis 5.89%
Schroder Income Z Inc 5.45%
Franklin UK Managers' Focus W Acc 5.40%
CF Miton US Opportunities B Acc 5.24%
Royal London UK Equity Income M Inc 5.12%
31/12/2018

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/03/2007
  • Share Class size330Mn
  • Base currencyGBP
  • ISIN GB00B1V7NB85

Purchase Info

  • Min. initial investment5Mn
  • Min. regular additional investment0

Charges

  • Initial investment8.00%

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