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TB Saracen UK Alpha Acc

Ranked 120 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Scott McKenzie

Scott McKenzie is a fund manager at Saracen. He joined the group in 2014 and launched Saracen UK Income in April 2015. In June 2017 he also became lead manager of Saracen UK Alpha. McKenzie has over 25 years’ experience as a fund manager, having started out as an analyst with Britannic Asset Management in 1990. He joined Norwich Union in October 1999 and moved to Martin Currie in 2005. He describes himself as an value-focussed investor with an emphasis on growing dividends. His interests outside of work include music and soccer.

Objective

The investment objective of SGF is to achieve a long term total return on the invested assets at a higher rate than the total return on the FTSE All Share Index. To meet this objective, the ACD will carefully select and invest in a diversified portfolio of primarily United Kingdom equity securities which provide the potential for long term growth. SGF may also invest in overseas securities. and may also invest in cash and near cash, deposits and collective investment schemes. In most cases this is likely to occur only where the ACD considers that equity share prices have become overvalued.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 120/255 Total Return
  • Rank 225/255 Standard Deviation
  • Rank 223/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.4%
2018 -10.4% -4.5% 13.1% -0.2% -16.8%
2017 20.1% 5.3% 4.3% 4.2% 5.1%
2016 5.1% -1.7% -9.5% 14.3% 3.4%
2015 10.1% 4.0% 7.6% -6.4% 5.2%
2014 2.2% 5.7% -4.6% -1.6% 3.1%
2013 34.1% 9.1% -0.3% 10.8% 11.2%
2012 16.9% 11.4% -5.5% 7.1% 3.7%
2011 -8.9% 1.6% 1.1% -16.3% 5.9%
2010 17.2% 2.8% -10.8% 12.9% 13.2%
2009 33.1% -11.1% 16.8% 23.9% 3.5%
2008 -44.6% -11.8% 5.6% -23.7% -22.0%
2007 1.1% 3.3% 3.8% -3.9% -1.9%
2006 30.7% 14.4% -1.3% 6.4% 8.9%
2005 22.5% 5.9% 0.8% 12.3% 2.2%
2004 36.0% 7.4% 10.4% 3.8% 10.5%
2003 35.3% -9.7% 21.1% 10.4% 12.1%
2002 -22.2% 2.8% -5.2% -19.7% -0.6%
2001 -0.8% -1.7% 10.8% -16.1% 8.7%
2000 29.9% 10.1% 7.5% 10.9% -1.0%
1999 4.5% 3.2% 22.4%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Alpha Financial Markets Consulting PLC ORD 5.56%
Rio Tinto PLC ORD 5.08%
MJ Gleeson PLC ORD 4.81%
Prudential PLC ORD 4.68%
Synthomer PLC ORD 4.50%
Palace Capital PLC ORD 4.30%
Tyman PLC ORD 4.28%
Standard Life Aberdeen PLC ORD 4.09%
John Wood Group PLC ORD 3.84%
Restore PLC ORD 3.68%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/1999
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB0005711089

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment5.00%

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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).