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Quilter Investors UK Equity U2 GBP Acc

Ranked 94 out of 264 in - UK (All Companies) over 3 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

The Fund primarily invests, directly or indirectly, in UK company shares. The Fund may at times be concentrated in terms of the number of investments it holds. The Fund may use derivatives (i.e. financial contracts whose value is linked to the expected price movements of an underlying investment) with the aim of reducing the overall costs and/or risks of the Fund.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/01/2019 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.1%
2018 -0.5% -11.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/06/2018
  • Share Class size148Mn
  • Base currencyGBP
  • ISIN GB00BFWK8976

Purchase Info

  • Min. initial investment250Mn

Charges

  • 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).