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Marks & Spencer UK Selection Portfolio

Ranked 117 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

Aims to achieve long term capital growth, as well as an above average yield, by investing in UK equities and UK convertible stocks.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2018 - 30/04/2019
  • Rank 117/255 Total Return
  • Rank 113/255 Standard Deviation
  • Rank 60/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.9%
2018 -11.2% -7.3% 7.7% 0.4% -11.5%
2017 6.9% 3.3% 1.4% -0.7% 2.8%
2016 10.2% -1.9% 0.3% 9.7% 2.1%
2015 2.7% 6.9% -1.3% -9.9% 8.0%
2014 0.4% 0.1% 1.1% -0.1% -0.7%
2013 23.2% 8.1% 0.8% 6.3% 6.4%
2012 10.1% 3.5% -3.6% 7.2% 2.9%
2011 -3.9% 0.1% -0.2% -11.0% 8.1%
2010 12.8% 5.5% -13.6% 15.1% 7.5%
2009 26.4% -10.2% 12.2% 20.8% 3.9%
2008 -31.6% -9.4% 1.8% -15.4% -12.4%
2007 0.1% 0.7% 3.1% -3.0% -0.7%
2006 15.2% 8.5% -3.9% 4.1% 6.2%
2005 19.7% 2.3% 5.2% 6.7% 4.2%
2004 14.4% 2.5% 1.6% 3.4% 6.3%
2003 21.3% -4.2% 12.3% 5.4% 7.0%
2002 -19.6% 4.2% -9.3% -13.0% -2.3%
2001 -8.5% -6.5% 3.4% -15.0% 11.4%
2000 -3.1% -5.5% -0.4% 0.0% 3.0%
1999 16.4% 9.6% 2.0% -4.8% 9.3%
1998 12.9% 14.6% 0.0% -13.3% 13.5%
1997 22.9% 3.8% 5.5% 12.9% -0.7%
1996 14.4% 2.5% 1.9% 5.2% 4.1%
1995 21.1% 1.5% 5.6% 8.3% 4.4%
1994 -4.1% -5.1% -5.5% 3.6% 3.3%
1993 33.7% 7.5% 4.6% 7.1% 11.0%
1992 21.1% 2.5% 3.5% -1.8% 16.4%
1991 8.9% 16.8% -4.0% 6.3% -8.7%
1990 -11.7% -5.7% 6.0% -19.0% 9.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell PLC ORD 6.45%
BP PLC ORD 5.96%
GlaxoSmithKline PLC ORD 5.19%
Unilever PLC ORD 4.69%
British American Tobacco PLC ORD 4.65%
HSBC Holdings PLC ORD 4.61%
Prudential PLC ORD 4.08%
BHP Group PLC ORD 3.71%
AstraZeneca PLC ORD 3.63%
Reckitt Benckiser Group PLC ORD 2.53%
31/03/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/10/1989
  • Share Class size113Mn
  • Base currencyGBP
  • ISIN GB0005652200

Purchase Info

  • Min. initial investment100
  • Min. regular additional investment25

Charges

  • Annual management1.50%
  • Initial investment3.09%

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