Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

St James's Place UK & General Progressive L Acc

Ranked 125 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Luke Chappell

James de Uphaugh

James de Uphaugh is chairman and chief investment officer of Majedie Asset Management. He is a fund manager and analyst with 30 years' investment experience in UK and international equity markets. He is responsible for co-managing both the UK Equity and UK Focus funds. Before co-founding Majedie in 2002, de Uphaugh had been a managing director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock. While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.4 billion. He joined Mercury Asset Management in 1988. He holds an MA in economics from Jesus College, Cambridge. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Objective

The Scheme aims to maximise total return, comprising both capital appreciation and income, through investment principally but not exclusively in the United Kingdom. The Scheme may also invest in any other geographic area. The Scheme will concentrate on seeking opportunities for exceptional growth in undervalued stocks which may be less popular but which, in the opinion of the Investment Adviser, offer good value for money. It is the Manager's intention that the assets of the Unit Trust will be invested so that the Unit Trust will be eligible for inclusion in an ISA.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.0%
2018 -9.0% -5.0% 10.5% -2.1% -11.4%
2017 4.8% 1.9% 0.9% -0.1% 2.0%
2016 13.9% 0.6% 2.1% 6.9% 3.7%
2015 4.4% 5.0% -0.7% -3.7% 4.0%
2014 2.2% 0.4% 0.9% -0.7% 1.6%
2013 22.1% 11.4% -0.5% 4.6% 5.3%
2012 7.6% 4.6% -2.0% 4.0% 1.0%
2011 -1.6% 1.0% 0.3% -9.4% 7.2%
2010 15.0% 5.6% -8.3% 11.7% 6.2%
2009 30.1% -10.1% 14.5% 20.0% 5.5%
2008 -39.4% -9.5% -9.9% -11.6% -15.9%
2007 0.9% 3.6% 2.5% -3.8% -1.2%
2006 17.9% 9.0% -4.1% 5.2% 7.3%
2005 13.2% 2.5% 0.9% 4.6% 4.6%
2004 12.9% 1.8% 2.4% -0.3% 8.7%
2003 21.1% -7.6% 17.9% 3.8% 7.0%
2002 -17.9% 5.4% -6.1% -16.2% -1.0%
2001 -4.2% -2.6% 3.3% -11.6% 7.6%
2000 -1.2% -1.0% 0.1% -0.6% 0.4%
1999 57.3% 11.3% 8.6% 0.4% 29.8%
1998 17.8% 16.6% 5.7% -14.1% 11.3%
1997 21.4% 4.5% 4.0% 7.3% 4.1%
1996 13.4% 5.3% 3.3% 0.6% 3.6%
1995 13.0% 2.4% 5.4% 5.4% -0.7%
1994 2.8% 2.5% -4.3% 5.2% -0.5%
1993 30.2% 6.8% 7.7% 6.6% 6.2%
1992 19.6% 0.0% 2.7% -3.5% 20.7%
1991 47.3% 32.0% 6.1% 5.0% 0.2%
1990 4.3% 0.0% -4.1% -6.9% 16.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. United Kingdom

Fund Info

  • Launch date02/10/1989
  • Share Class size802Mn
  • Base currencyGBP
  • ISIN GB0001012268

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment0

Charges

  • Annual management1.87%
  • Initial investment5.00%

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