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RWC UK Focus B GBP

Ranked 243 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

John Innes

John Innes was born in the UK in 1959. He attended Bristol University where he gained a BA in economics. John started his career with Peat Marwick Mitchell (KPMG) in 1982 where he qualified as a Chartered Accountant. In 1986 he joined Lazard where he was head of international institutions and UK equities. John joined Robert Fleming in 1993 where he was a charities investment director before joining M&G in 1998 as the head of institutional business. John joined RWC in 2000 and is head of the UK team, running the RWC UK Focus and Pilgrim funds. He is a member of the Securities Institute, and outside of fund management he enjoys walking and gardening.

Objective

To provide superior long term capital growth by investing in a concentrated portfolio of companies listed in the United Kingdom.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 243/255 Total Return
  • Rank 219/255 Standard Deviation
  • Rank 245/255 Max Drawdown
Fund Name Currency Risk
218 BlackRock Growth & Recovery A Inc GBP

15.3

219 RWC UK Focus B GBP GBP

15.6

220 BlackRock UK A Acc GBP

15.6

221 Invesco UK Companies (UK) Acc GBP

15.7

Fund Name Currency Loss
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%

247 Fidelity UK Opportunities W Acc GBP

-21.5%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.2%
2018 -18.1% -6.6% 8.6% -4.3% -15.6%
2017 17.9% 5.2% 0.7% 5.2% 5.9%
2016 8.3% -4.7% -7.9% 12.9% 9.3%
2015 9.5% 9.4% 0.7% -3.6% 3.1%
2014 3.7% 0.1% -3.4% 0.8% 6.5%
2013 33.1% 10.7% 2.9% 9.4% 6.7%
2012 15.3% 9.2% -6.9% 7.8% 5.2%
2011 -9.6% 0.1% 4.2% -18.2% 6.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Sweden
  3. United Kingdom

Fund Info

  • Launch date14/12/2010
  • Share Class size48Mn
  • Base currencyGBP
  • ISIN LU0558052022

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0

Charges

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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).