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RBS Growth

Ranked 128 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Murphy

Christopher Murphy sees the world according to GARP (growth at reasonable price) and the successful adoption of this investment approach has enabled him to hold his own among some of the shrewdest of peers. Murphy's formula targets companies he believes can achieve long-term success and he prefers groups to grow organically rather than through acquisition. He also hones in on the quality of a firm's management, its financial power, the industry in which it operates and its competitive position. Born in 1966, Murphy read physics at Cardiff University and began his investment career in 1988 as a trainee equity analyst at US broker Shearson Lehman. Two years later he took his analytical skills to James Capel where he advised institutional investors, sales teams and traders. Following his illustrious 14 year career at AXA Framlington, Chris joined Norwich Union Collective Investments (now Aviva Investments) in 2006, where he has run both the UK Equity and the Income and Growth funds since December 2006.

Objective

To achieve long term capital appreciation. The Fund will invest principally in UK equities based on price and prospects of above average earnings growth. The Fund may have a small exposure to international equity and bond markets.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 128/255 Total Return
  • Rank 97/255 Standard Deviation
  • Rank 82/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -11.5% -6.9% 8.4% -2.5% -10.1%
2017 13.7% 4.3% 4.2% 0.7% 3.9%
2016 10.2% -1.7% -0.3% 8.4% 3.7%
2015 9.3% 6.0% 0.6% -3.9% 6.6%
2014 0.6% -0.3% -0.4% -2.4% 3.9%
2013 24.8% 9.9% -0.3% 6.5% 7.1%
2012 13.7% 8.7% -2.6% 6.1% 1.3%
2011 -0.6% 2.0% 2.3% -11.1% 7.1%
2010 14.3% 4.6% -8.3% 10.8% 7.5%
2009 29.8% -10.7% 12.6% 24.1% 4.0%
2008 -25.4% -9.6% -3.4% -10.4% -4.6%
2007 6.6% 3.5% 2.7% -2.5% 2.9%
2006 15.3% 7.6% -2.9% 3.7% 6.5%
2005 20.6% 4.0% 4.2% 7.2% 3.8%
2004 10.1% 1.9% 0.2% 2.9% 4.8%
2003 26.1% -6.6% 15.4% 9.3% 7.1%
2002 -25.9% -1.4% -12.6% -18.0% 5.0%
2001 -18.2% -9.7% -0.6% -17.9% 11.0%
2000 -7.6% -5.6% -2.0% 1.3% -1.4%
1999 17.7% 11.0% 1.5% -6.3% 11.4%
1998 12.9% 15.1% 1.3% -17.4% 17.3%
1997 17.0% 5.5% 1.3% 9.7% -0.2%
1996 13.6% 4.4% 1.4% 4.3% 2.8%
1995 6.4% 8.7% 2.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/02/1995
  • Share Class size218Mn
  • Base currencyGBP
  • ISIN GB0033520098

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment50

Charges

  • Annual management1.25%
  • Initial investment0.00%

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