River and Mercantile UK Dynamic Equity A Inc

Ranked 137 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

William Lough

Objective

The investment objective of the Fund is to achieve capital growth. The Fund seeks to achieve its investment objective through investing in a concentrated portfolio which will primarily consist of holdings in UK equities. The Fund may vary the proportion of direct and indirect holdings of UK equities in the portfolio dynamically to suit prevailing market conditions. The Fund will not be restricted by reference to a benchmark, sector constraints or company size. For these purposes UK equities include, but is not limited to, listed equities of entities which are UK domiciled, incorporated or have significant operations in the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2019
  • Rank 137/234 Total Return
  • Rank 175/234 Standard Deviation
  • Rank 177/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.8%
2018 -17.1% -9.8% 9.6% -2.9% -13.6%
2017 17.6% 6.1% 1.0% 4.8% 4.7%
2016 15.9% -0.1% -1.6% 11.7% 5.5%
2015 4.4% 5.8% 0.4% -5.2% 3.7%
2014 1.3% 3.1% -1.8% -2.2% 2.2%
2013 33.7% 11.4% -0.1% 10.2% 9.1%
2012 19.9% 6.0% -2.3% 9.7% 5.6%
2011 -0.4% 0.9% 2.2% -6.2% 3.0%
2010 8.5% 3.6% -9.3% 8.9% 6.1%
2009 15.6% -15.0% 9.3% 22.5% 1.6%
2008 -30.9% -7.0% -0.2% -19.4% -7.6%
2007 1.1% -2.0% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/03/2007
  • Share Class size05Mn
  • Base currencyGBP
  • ISIN GB00B1NG8296

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment500

Charges

  • Annual management1.50%
  • Initial investment5.25%

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