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River and Mercantile UK Recovery A Inc

Ranked 23 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

Hugh Sergeant

Hugh Sergeant graduated from the London School of Economics with a degree in Economics. Hugh began his investment career at Gartmore in 1987 as a UK Equities graduate trainee and moved to Phillips & Drew in 1990, managing UK equities throughout his twelve years there. He became Head of Smaller Companies in 1997, establishing a new team and launching the UBS Smaller Companies Fund. In March 2000 Hugh was promoted to Head of UK Equities at UBS Global Asset Management and Chairman of the UK Equities Committee. He joined SGAM in 2002 where he was Head of UK Equities, manager of the Growth strategy and co-manager of the Special Opportunities Fund. Hugh joined R&M in August 2006 and currently manages the UK Equity Long Term Recovery, World Recovery and UK Equity High Alpha Funds. Hugh is Head of the UK Equities team at R&M with overall responsibility for managing and developing the team.


The investment objective of the Fund is to achieve capital growth through investing primarily in shares of UK companies that meet the managers recovery criteria of a turnaround in company profitability over the longer term. The Fund will not be restricted by reference to a benchmark, sector constraints or company size. For these purposes UK shares include, but is not limited to, listed shares of entities which are UK domiciled, incorporated or have significant operations in the UK schemes regulations.

Showing fund performance in United Kingdom View performance globally


UK (All Companies) over : 30/04/2016 - 30/04/2019
  • Rank 23/234 Total Return
  • Rank 153/234 Standard Deviation
  • Rank 167/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.2%
2018 -13.4% -5.5% 8.3% -2.1% -13.5%
2017 16.4% 5.1% 1.6% 5.4% 3.5%
2016 27.1% 0.1% 1.0% 14.1% 10.2%
2015 -1.5% 5.7% 1.2% -7.6% -0.4%
2014 -6.7% 5.6% -3.7% -4.6% -3.8%
2013 57.6% 11.8% 4.9% 17.0% 14.9%
2012 29.1% 18.0% -10.0% 9.1% 11.4%
2011 -18.8% 2.6% 0.5% -22.2% 1.3%
2010 21.6% 7.9% -12.2% 15.4% 11.3%
2009 59.0% -5.4% 30.5% 35.7% -5.0%
2008 -21.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/07/2008
  • Share Class size01Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management1.75%
  • Initial investment5.00%

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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).