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Royal London UK Opportunities M Acc

Ranked 194 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Craig Yeaman

Craig Yeaman joined Royal London Asset Management in November 2017 from Saracen Fund Managers to take over the running of the RL UK Opportunities Fund. Yeaman started his fund management career in 1999 at Clydesdale Bank before joining Glasgow Investment Managers in 2001 where he was manager of both Shires Income PLC and Shires Smaller Companies PLC Investment Trusts. In August 2007, following the takeover of GIM, Yeaman transferred to Aberdeen Asset Management before joining Saracen Fund Managers in 2008. While at Saracen, Yeaman managed their UK Alpha Fund for nine years achieving top-quartile performance. Yeaman has a degree in economics and marketing from Strathclyde University.

Objective

The investment objective and policy of the fund is to achieve capital growth by exploiting a concentrated portfolio of UK company special situations with the potential for above average returns.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 194/255 Total Return
  • Rank 244/255 Standard Deviation
  • Rank 244/255 Max Drawdown
Fund Name Currency Loss
242 Kames UK Opportunities B Acc GBP

-19.9%

243 Jupiter UK Growth GBP

-20.1%

244 Royal London UK Opportunities M Acc GBP

-20.3%

245 RWC UK Focus B GBP GBP

-20.7%

246 SVM UK Growth A GBP

-20.7%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 12.5%
2018 -17.3% -7.1% 10.6% -2.5% -17.5%
2017 10.7% 4.3% 1.5% 0.8% 3.8%
2016 5.1% -4.0% -2.1% 8.2% 3.3%
2015 5.6% 5.1% 1.0% -5.5% 5.3%
2014 1.4% -0.1% -1.8% 1.5% 1.9%
2013 31.6% 11.7% 0.5% 6.8% 9.8%
2012 9.8% 10.2% -6.3% 5.3% 1.0%
2011 -9.1% -1.2% 0.1% -17.1% 10.8%
2010 23.0% 9.0% -8.8% 15.6% 7.0%
2009 41.8% -3.2% 13.2% 23.2% 5.0%
2008 -30.3% -5.6% 2.3% -18.8% -11.1%
2007 4.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/04/2010
  • Share Class size11Mn
  • Base currencyGBP
  • ISIN GB00B5BRWC09

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Related News

Royal London AM UK equity veteran Derek Mitchell to retire

The firm has made a double hire to help fill the void left by Mitchell, who is bringing the curtain down on a 30-year investment career.

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