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Wesleyan UK Growth A Acc

Ranked 114 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Marc O’Sullivan

Objective

The Fund will invest predominantly in a diversified portfolio of UK equities. Under normal circumstances the emphasis will be on equity shares in the UK. The Fund may invest in various sectors. The Fund may also invest in fixed interest and other transferable securities (including non-UK equities), cash, near cash, deposits, money-market instruments and other collective investment schemes. The Fund may use derivatives for the purposes of efficient portfolio management.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 114/255 Total Return
  • Rank 100/255 Standard Deviation
  • Rank 77/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.8%
2018 -8.3% -4.7% 10.0% -1.8% -10.9%
2017 11.5% 3.1% 1.4% 2.8% 3.7%
2016 9.3% 5.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2019

Top 10 Holdings

Stock Size
Royal Dutch Shell Plc B ORD 7.52%
BP PLC ORD 6.13%
HSBC Holdings PLC ORD 5.25%
AstraZeneca PLC ORD 4.58%
Prudential PLC ORD 4.16%
GlaxoSmithKline PLC ORD 4.09%
Rio Tinto PLC ORD 3.34%
Unilever PLC ORD 3.23%
BHP Group PLC ORD 2.95%
Legal & General Group PLC ORD 2.38%
28/02/2019

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date06/06/2016
  • Share Class size66Mn
  • Base currencyGBX
  • ISIN GB00BYNYHQ18

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment0

Charges

  • Annual management1.25%
  • Initial investment4.00%

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