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TM Sanditon UK Fund A Acc

Ranked 191 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Julie Dean

Julie Dean left Schroders in 2014 to join Sanditon Asset Management. She ran the Schroder UK Opportunities Fund, and in her previous role at Cazenove took charge of the UK Equity and UK Dynamic funds having joined the group in 2002. Dean joined Cazenove from HSBC where she managed the HSBC British and HSBC UK Growth funds as well as institutional portfolios. She had previously managed UK equity funds for Invesco GT. Born in 1970, she graduated from St. Anne’s College, Oxford before launching her investment career.

Objective

The objective of the Fund is to achieve capital growth. The Fund will seek to achieve returns that are 2% p.a. in excess of the FTSE All-Share Index over a rolling three year period, though there is no guarantee that it will do so.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 191/255 Total Return
  • Rank 187/255 Standard Deviation
  • Rank 155/255 Max Drawdown
Fund Name Currency Loss
154 BlackRock UK Equity I Inc GBP

-14.7%

155 Jupiter Growth & Income GBP

-14.8%

155 TM Sanditon UK Fund A Acc GBP

-14.8%

157 JPM UK Equity Growth A Net Acc GBP

-14.8%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 4.5%
2018 -9.9% -6.1% 12.2% -3.1% -11.8%
2017 -0.1% 2.0% -1.1% -2.1% 1.2%
2016 13.1% 1.4% -0.4% 8.7% 3.0%
2015 -8.4% 1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
British American Tobacco PLC ORD 7.88%
Vodafone Group PLC ORD 7.64%
Babcock International Group PLC ORD 7.59%
GlaxoSmithKline PLC ORD 7.24%
ITV PLC ORD 5.48%
GBP Cash 4.98%
Imperial Brands PLC ORD 4.67%
Relx PLC ORD 4.34%
BT Group PLC ORD 4.02%
Melrose Industries PLC ORD 4.01%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date23/06/2015
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00BXRTP059

Purchase Info

  • Min. initial investment20,000
  • Min. regular additional investment0

Charges

  • Annual management0.87%
  • Initial investment3.00%

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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).