Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Merian UK Equity A Inc

Ranked 232 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Richard Buxton

Motorbike enthusiast Richard Buxton joined Old Mutual Global Investors in June 2013 as head of UK equities and was appointed as chief executive in August 2015. He joined from Schroders where he managed the Schroder UK Alpha Plus Fund since its launch in 2002. Prior to joining Schroders, Buxton enjoyed an eleven-year stint with Barings where his responsibilities included taking the reins of the Baring UK Growth, Baring Equity Income and Baring Global Growth funds. He holds a degree in English from Oxford University.

Objective

To achieve long term capital growth through the active management of a diversified portfolio invested primarily in a broad range of UK equities. Subject to the regulations, the property of the fund may include transferable securities; units in collective investment schemes (including those managed or operated by the ACD or an associate of the ACD), warrants, money market instruments, deposits and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 232/255 Total Return
  • Rank 51/255 Standard Deviation
  • Rank 201/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -17.9% -8.2% 6.7% -3.4% -13.2%
2017 12.0% 4.3% 2.1% 1.4% 3.7%
2016 9.3% -2.5% 2.0% 8.6% 1.2%
2015 1.6% 4.1% -0.5% -7.5% 6.1%
2014 2.4% -0.1% 0.9% 0.0% 1.6%
2013 30.8% 11.1% 0.6% 6.5% 10.0%
2012 20.7% 11.7% -4.8% 7.5% 5.5%
2011 -7.5% 2.1% -0.1% -19.6% 12.8%
2010 17.7% 6.5% -12.8% 15.8% 9.5%
2009 33.2% -6.6% 10.2% 25.9% 2.8%
2008 -33.2% -11.3% -1.2% -16.5% -8.7%
2007 -1.1% 2.9% 3.2% -3.5% -3.5%
2006 15.6% 10.2% -3.8% 1.3% 7.5%
2005 24.7% 3.9% 5.3% 8.3% 5.2%
2004 9.6% 0.7% 0.4% 2.1% 6.2%
2003 18.1% -4.2% 12.9% 1.5% 7.5%
2002 -22.8% 0.8% -12.0% -16.6% 4.3%
2001 -16.0% -10.9% 1.2% -13.5% 7.7%
2000 -7.0% -0.5% -5.2% 2.4% -3.8%
1999 32.7% 6.7% 2.5% -5.7% 28.7%
1998 9.4% 16.5% -0.9% -16.1% 12.9%
1997 23.0% 5.4% 4.7% 10.5% 1.0%
1996 19.6% 6.8% 2.9% 5.2% 3.4%
1995 25.3% 1.7% 8.1% 10.6% 3.1%
1994 -6.7% -3.3% -6.7% 1.7% 1.6%
1993 27.2% 4.7% 5.3% 5.2% 9.7%
1992 25.7% 4.9% 6.7% 0.5% 11.8%
1991 31.6% 18.2% -0.1% 11.9% -0.4%
1990 -13.2% -1.4% 0.8% -19.1% 8.0%
1989 24.0% 20.7% 1.6% 3.2% -2.0%
1988 8.7% 4.4% 8.1% 2.6% -6.0%
1987 21.0% 26.8% 22.6% 12.7% -31.0%
1986 34.2% 24.8% 6.5% -3.1% 4.2%
1985 28.9% 10.0% -3.6% 12.2% 8.3%
1984 55.2% 15.8% -10.2% 25.0% 19.4%
1983 35.0% 8.4% 14.6% 0.6% 8.0%
1982 37.2% 9.3% 0.9% 3.2% 20.5%
1981 5.6% -0.1% 12.0% 6.3% -11.2%
1980 34.5% 19.7% -2.1% 14.8% 0.0%
1979 5.5% 1.9% 19.8% -5.1% -8.9%
1978 12.8% -0.9% 6.9% 11.8% -4.7%
1977 51.3% 22.6% 16.1% 7.7% -1.3%
1976 -10.3% 6.6% 0.0% -12.6% -3.7%
1975 72.4% 32.0% 34.0% -9.1% 7.1%
1974 -43.9% -8.2% -12.9% -18.5% -14.0%
1973 -15.7% -8.3% 0.0% -5.4% -2.8%
1972 19.6% 17.0% 6.0% -0.2% -3.5%
1971 20.0% 15.0% 5.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/03/1971
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00B1XG7R78

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment250

Charges

  • Annual management1.50%
  • Initial investment4.00%

Related News

AA-rated Murphy: FTSE not weak enough to exploit yet

OMGI's Murphy argues the fall has further to go.

Investment Quorum’s Lowman builds Europe and Japan exposure

Chief investment officer Peter Lowman is looking to ride the QE wave by building exposure to Europe and Japan.

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