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F&C UK Alpha

Ranked 251 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Peter Lees

Peter Lees graduated from the University of Durham and is currently a director and head of the UK equities team at F&C, having joined in 2005. Prior to joining F&C he was the head of equities for Deutsche Asset Management from 1992 to 2005 and between 1986 and 1992 he worked at Midland Montagu.

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.

Performance

UK (All Companies) over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -5.2% -4.9% 3.1% -3.3%
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 7.5% 0.9% 6.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2012

Top 10 Holdings

Stock Size
Diageo PLC ORD 4.88
Standard Chartered PLC ORD 4.67
Barclays PLC ORD 4.52
BHP Billiton PLC ORD 4.31
Tullow Oil PLC ORD 3.93
WPP PLC ORD 3.77
Shire PLC ORD 3.72
Prudential PLC ORD 3.64
Inmarsat PLC ORD 3.42
Melrose Industries PLC ORD 3.40
31/12/2012

Registered For Sale In

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

Fund Info

  • Launch date24/04/1970
  • Share Class size52Mn
  • Base currencyGBP
  • ISIN GB0008463894

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

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Felton walks out on F&C

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...more...

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