Moorea Fund UK Equity H Cap

Ranked 61 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The fund invest primarily in shares or units of open-ended or closed-ended investment funds as well as in transferable securities and money market instruments listed or traded on stock exchanges or other regulated markets.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019
  • Rank 61/256 Total Return
  • Rank 10/256 Standard Deviation
  • Rank 29/256 Max Drawdown
Fund Name Currency Return
59 Liontrust UK Growth Fund (R) Inc GBP

-1.5%

60 Sarasin UK Equity I Acc GBP

-1.5%

61 Moorea Fund UK Equity H Cap GBP

-1.6%

62 RBS Growth GBP

-1.6%

63 BlackRock UK A Acc GBP

-1.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.6%
2018 -11.4% -9.2% 8.2% -1.6% -8.3%
2017 9.6% 2.4% 0.9% 2.1% 3.9%
2016 14.9% -0.4% 5.5% 7.9% 1.5%
2015 4.2% 3.7% -1.5% -2.5% 4.7%
2014 -9.1% -0.2% -7.5% -2.9% 1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. France
  2. Germany
  3. Luxembourg
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date05/11/2013
  • Share Class size37Mn
  • Base currencyUnits
  • ISIN LU0979136842

Purchase Info

  • Min. initial investment1
  • 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).