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NFU Mutual UK Growth C Inc

Ranked 18 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Nigel Yates

Nigel Yates joined NFU Mutual in 2001 as a financial analyst before assuming his current role as a UK equity fund manager in 2005. He runs the NFU Mutual UK Growth fund, as well as the UK Pension and Life funds, which focus primarily on quality large-cap stocks with a growth bias. Yates studied economics at Cardiff University, and is also a CFA charterholder. Away from the office, his leisure interests include golf, rugby, football and 90s music.

Objective

To achieve long-term capital growth with a moderate but growing income, by investing primarily in shares of UK companies. The fund will invest primarily in shares of companies which are domiciled in the UK or which have a significant part of their activities in the UK but which are domiciled or quoted on a market outside the UK. The fund may also invest in other transferable securities, money market instruments, collective investment schemes, deposits, cash and near cash

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.5%
2018 -8.9% -7.1% 9.8% 0.2% -10.9%
2017 18.6% 4.9% 3.0% 3.2% 6.4%
2016 11.1% -4.2% 1.5% 10.7% 3.2%
2015 2.1% 2.8% -1.0% -5.2% 5.8%
2014 -6.1% -2.0% -1.2% -3.0% 0.0%
2013 22.4% 10.8% -2.1% 5.4% 7.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date03/12/2012
  • Share Class size261Mn
  • Base currencyGBX
  • ISIN GB00B84CF023

Purchase Info

  • Min. initial investment1,000

Charges

  • Annual management0.75%
  • Initial investment5.00%

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