UK Multi-Factor Equity Inst A Inc

Ranked 92 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The fund aims to achieve its objective by adopting a quantitative investment process and provide long term capital growth by investing in a diversified portfolio of UK stocks. It may also invest in other transferable securities,money market instruments, deposits, cash and near cash and collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2018 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 9.3%
2018 -8.8% -5.8% 8.9% -1.5% -9.7%
2017 12.7% 4.3% 1.8% 1.8% 4.2%
2016 14.1% -1.1% 1.9% 8.7% 4.2%
2015 1.0% 5.5% -1.5% -6.5% 3.8%
2014 0.4% 0.1% 1.6% -1.2% -0.1%
2013 22.4% 11.2% -1.8% 5.5% 6.2%
2012 13.6% 6.7% -3.4% 5.9% 4.0%
2011 -3.6% 1.2% 1.6% -13.5% 8.3%
2010 15.5% 6.7% -12.1% 14.1% 7.9%
2009 29.5% -10.0% 13.6% 21.3% 4.5%
2008 -31.6% -9.7% -2.9% -13.5% -9.8%
2007 2.9% -3.6% -2.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/2007
  • Share Class size30Mn
  • Base currencyGBP
  • ISIN GB00B3CGFM36

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.50%
  • 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).