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F&C UK Alpha

Ranked 229 out of 251 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Wilson

Objective

The Fund aims to achieve medium to long term growth of capital through investment mainly in UK equities. Some companies may have overseas earnings as part of their trading profits.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/01/2017 - 31/01/2018
  • Rank 229/251 Total Return
  • Rank 195/251 Standard Deviation
  • Rank 244/251 Max Drawdown
Fund Name Currency Return
227 Omnis Income & Growth A Acc GBP

5.9%

228 HSBC UK Growth & Income Acc GBP

5.8%

229 F&C UK Alpha 1 Acc GBP

5.4%

230 Jupiter UK Alpha Acc GBP

5.3%

231 Old Mutual Equity 2 A GBP GBP

5.3%

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 7.0% 4.9% 1.7% -2.8% 3.2%
2016 8.5% 0.2% -2.4% 12.3% -1.2%
2015 6.2% 4.2% 1.3% -5.4% 6.4%
2014 -4.9% -4.9% 3.1% -2.1% -0.9%
2013 14.0% 9.9% -5.8% 5.9% 4.0%
2012 7.1% 10.5% -9.3% 3.3% 3.5%
2011 -11.5% 0.5% -1.0% -15.4% 5.1%
2010 25.3% 6.1% -7.9% 12.4% 14.1%
2009 32.0% -8.9% 13.5% 20.7% 5.7%
2008 -32.6% -9.5% -6.2% -13.4% -8.4%
2007 3.5% 2.5% 2.7% -2.9% 1.3%
2006 12.6% 7.5% -4.1% 3.5% 5.5%
2005 19.4% 2.8% 5.2% 7.3% 2.9%
2004 11.5% 1.6% 2.3% 2.2% 5.0%
2003 18.7% -7.9% 14.6% 4.1% 8.1%
2002 -24.4% 2.1% -11.9% -19.0% 3.8%
2001 -10.9% -7.9% 0.8% -13.5% 10.9%
2000 -5.9% -3.3% -1.9% 1.8% -2.4%
1999 27.7% 9.9% 1.7% -4.4% 19.5%
1998 16.8% 17.4% 0.8% -15.2% 16.5%
1997 21.8% 3.7% 5.7% 11.9% -0.7%
1996 16.3% 3.4% 4.1% 5.6% 2.4%
1995 23.2% 1.3% 6.0% 7.7% 6.5%
1994 -9.4% -7.7% -6.4% 2.9% 2.0%
1993 27.3% 3.9% 0.9% 6.6% 13.9%
1992 17.3% -0.5% 3.1% 1.9% 12.2%
1991 17.8% 16.4% -1.4% 8.0% -5.0%
1990 -13.4% -5.4% 4.5% -17.8% 6.6%
1989 31.7% 17.3% 5.5% 4.3% 2.1%
1988 5.4% 3.5% 5.5% -1.6% -2.0%
1987 8.6% 20.1% 16.8% 5.1% -26.3%
1986 19.1% 16.9% 0.6% -5.3% 7.0%
1985 13.8% 3.4% -4.3% 4.1% 10.4%
1984 27.5% 13.9% -8.5% 8.7% 12.6%
1983 45.0% 14.9% 15.1% -4.1% 14.3%
1982 17.3% -3.1% 4.1% 2.4% 13.6%
1981 9.0% -0.5% 7.6% 5.4% -3.4%
1980 22.7% 11.8% -3.2% 9.7% 3.4%
1979 10.7% 10.5% 6.8% -1.2% -5.1%
1978 10.1% -5.6% 16.1% 10.9% -9.4%
1977 37.1% 17.9% 9.3% 6.0% 0.4%
1976 -3.3% 8.3% 0.8% -6.0% -5.7%
1975 43.2% 21.5% 19.2% -7.5% 6.9%
1974 -20.4% -2.6% -9.9% -8.6% -0.8%
1973 -19.8% -8.3% -2.4% -3.4% -7.3%
1972 16.3% 18.9% -1.0% 3.1% -4.1%
1971 33.5% 3.7% 15.3% 9.5% 2.0%
1970 1.8% -4.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Chile
  2. Germany
  3. Ireland
  4. United Kingdom

Fund Info

  • Launch date24/04/1970
  • Share Class size34Mn
  • Base currencyGBX
  • ISIN GB0008463894

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment1.5

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Jamie Hooper leaves F&C for rival firm

Jamie Hooper, manager of the £85 million F&C UK Equity fund, will leave F&C in the autumn and hand over his fund to Roger Jones, the firm's associate director for UK equities, after being poached by a rival investment house.

F&C gives UK Equity to Hooper

F&C Asset Management has given its UK Equity fund, formerly run by star manager Mike Felton, to Jamie Hooper.

Felton walks out on F&C

Star fund manager Mike Felton has shocked F&C Asset Management with an eleventh hour resignation, just before the newly-merged group's managers were due to move into one unified office.

...more...

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