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Waverton UK A GBP

Ranked 160 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Alexandra Buchan

Tineke Frikkee

Educated in the Netherlands and at CASS Business School in London, Tineke Frikkee holds both a BA and MBA. Having spent the early part of her career in the health insurance sector as a risk management analyst, Tineke joined Newton in 1998 as an assistant fund manager. Since 2004 she has been lead manager for the firm’s Higher Income fund and is also responsible for a number of UK equity income portfolios. Tineke is a CFA Charterholder and member of UKSIP.

Objective

The Investment objective of Waverton UK Fund is to achieve long-term capital growth and income through diversified investment in UK equities.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 160/255 Total Return
  • Rank 195/255 Standard Deviation
  • Rank 210/255 Max Drawdown
Fund Name Currency Loss
208 Phoenix UK A GBP

-17.4%

208 Pentaris QIAIF plc - Phoenix UK F GBP GBP

-17.4%

210 Waverton UK A GBP GBP

-17.5%

211 BlackRock UK A Acc GBP

-17.5%

211 Jupiter UK Alpha Acc GBP

-17.5%

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 13.2%
2018 -17.5% -8.4% 7.9% -2.8% -14.2%
2017 3.3% 0.8% 1.4% -1.9% 3.0%
2016 5.8% -3.4% -2.2% 12.0% 0.1%
2015 6.0% 3.5% 0.8% -4.1% 5.9%
2014 0.9% -1.0% -0.3% -2.8% 5.2%
2013 27.6% 9.2% 1.3% 8.7% 6.2%
2012 9.8% 8.5% -6.4% 4.5% 3.4%
2011 -7.4% 0.0% 0.4% -16.8% 10.8%
2010 15.5% 7.8% -15.9% 18.8% 7.3%
2009 33.5% -7.1% 9.4% 24.7% 5.2%
2008 -30.1% -8.9% -1.1% -13.8% -9.9%
2007 4.6% 0.4% 2.3%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 8.30%
BP PLC ORD 6.87%
Diageo PLC ORD 6.27%
British American Tobacco PLC ORD 5.01%
AstraZeneca PLC ORD 4.66%
GlaxoSmithKline PLC ORD 4.30%
Lloyds Banking Group PLC ORD 3.79%
Melrose Industries PLC ORD 3.53%
London Stock Exchange Group PLC ORD 3.37%
Tesco PLC ORD 3.17%
28/02/2019

Registered For Sale In

  1. Germany
  2. Ireland
  3. Spain
  4. Switzerland
  5. United Kingdom

Fund Info

  • Launch date30/03/2007
  • Share Class size14Mn
  • Base currencyGBP
  • ISIN IE00B1RMZK07

Purchase Info

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

Charges

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

Related News

Waverton hires Tineke Frikkee to turn around UK funds

Waverton Investment Management has hired Tineke Frikkee to turn around its struggling UK equity division.

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