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Schroder MM UK Growth A Acc

Ranked 93 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Marcus Brookes

Marcus Brookes graduated from the University of Stirling with a Masters degree in Investment Analysis and has built up over a decades investment experience. He started with Friends Ivory & Sime as a Portfolio Management Assistant working on global equity and bond desks. In 1999 he went on to work alongside Bambos Hambi in running fund of funds and the two stayed as a partnership, firstly moving on to Rothschild, then joining Gartmore at the end of 2003. Brookes then left to join Cazenove (now part of Schroders) at the beginning of 2008, where he now takes charge of the multi-manager fund range alongside Robin McDonald.

Joe Le Jéhan

Joe Le Jéhan is a fund manager and Multi-manager at Schroders Investment Management Ltd. He joined the firm in 2013 following the acquisition of Cazenove Capital where he was a fund manager in the multi-manager team. Joe is a CFA Charterholder.

Robin McDonald

Robin McDonald is based in London where he has been a fund manager at Schroder Investment Management since 2013 having joined from Cazenove Capital Management. He co-manages the Schroder MM Diversity, Diversity Income, Diversity Balanced and Diversity Tactical multi asset funds using a top down investment style alongside Marcus Brookes. Robin is a CFA Charterholder.

Objective

The Cazenove Multi-Manager UK Growth Fund seeks to provide capital appreciation through investment, predominantly in the UK, in all economic sectors, through UK authorised unit trusts ('authorised unit trusts'), UK authorised open-ended investment companies ('OEICs') and other regulated collective investment schemes across several investment management groups.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 93/255 Total Return
  • Rank 23/255 Standard Deviation
  • Rank 25/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.9%
2018 -7.7% -5.7% 9.5% -1.9% -8.9%
2017 4.9% 2.2% 0.5% 1.1% 1.0%
2016 16.2% 0.1% 0.3% 8.9% 6.3%
2015 -1.6% 4.7% -0.2% -7.2% 1.4%
2014 -0.4% 1.5% -0.4% -1.3% -0.2%
2013 25.8% 11.0% 1.1% 6.4% 5.3%
2012 16.9% 9.3% -5.3% 7.2% 5.4%
2011 -3.9% 0.2% 1.8% -10.1% 4.8%
2010 14.1% 5.6% -7.4% 9.7% 6.4%
2009 20.2% -9.0% 8.3% 18.0% 3.4%
2008 -26.9% -9.7% -0.9% -10.5% -8.7%
2007 0.1% 2.7% 2.2% -2.7% -2.1%
2006 17.2% 9.6% -3.9% 3.9% 7.1%
2005 21.2% 3.6% 2.3% 8.2% 5.7%
2004 14.4% 3.1% 2.6% 1.3% 6.7%
2003 23.3% -4.1% 14.8% 4.4% 7.2%
2002 -13.4% -1.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Majedie UK Equity X Inc 22.86%
Jupiter UK Special Situations I (Acc) 22.67%
JOHCM UK Opportunities X Inc 21.65%
Investec UK Special Situations A Inc GBP 20.31%
TM RWC UK Equity Income L Inc 8.97%
GBP Cash 2.73%
Accounts Receivable & Payable 0.82%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/05/2002
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB0031548745

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

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

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