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St. James's Place UK Growth L Acc

Ranked 168 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

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 investment objective of the Scheme is to provide capital appreciation through investment in a concentrated portfolio of quoted UK securities. The Scheme will be invested, at the Manager's discretion, primarily in UK equities and may also be invested in cash and near cash. The Scheme is also permitted to invest in other transferable securities, money market instruments, units in collective investment schemes, deposits, and derivatives and forward transactions (for the purpose of hedging only).

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 168/255 Total Return
  • Rank 132/255 Standard Deviation
  • Rank 129/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -10.6% -6.2% 10.9% -3.1% -11.3%
2017 5.5% 2.0% -0.1% 1.9% 1.6%
2016 21.8% -1.0% 2.3% 10.8% 8.6%
2015 -3.4% 4.8% -0.4% -8.8% 1.5%
2014 0.7% -0.7% 0.4% -1.2% 2.2%
2013 26.3% 8.3% 1.9% 8.3% 5.7%
2012 14.8% 7.8% -5.7% 6.8% 5.8%
2011 -11.7% -0.1% 0.6% -16.6% 5.4%
2010 18.3% 7.5% -13.9% 18.1% 8.3%
2009 34.5% -9.8% 19.1% 23.5% 1.3%
2008 -32.4% -8.3% -5.4% -16.3% -6.9%
2007 5.1% -1.0% -1.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Hong Kong
  2. United Kingdom

Fund Info

  • Launch date08/01/2007
  • Share Class size112Mn
  • Base currencyGBP
  • ISIN GB00B1KHLS25

Purchase Info

  • Min. initial investment1,500
  • Min. regular additional investment150

Charges

  • Annual management1.35%
  • 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).