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Legal & General UK Alpha R Acc

Ranked 250 out of 257 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Rod Oscroft

Rod Oscroft has a simple mission in his working life – to ‘buy good companies cheaply’ for the Legal & General UK Small Companies Trust. He does this through a bottom-up approach to portfolio construction based on in-house research and extensive access to company management. Oscroft has been running the fund since July 2001 and also looks after a similar amount of institutional money. He joined L&G in October 2000 after five years with Hermes Investment Management where he specialised in small company research. Before that he worked in the transport asset rental industry. An economics graduate from Cambridge, he enjoys playing rugby, fives and golf when not picking stocks.

Objective

To provide growth. The fund will typically invest between 90% and 100% in company shares from a small number of UK companies. The fund will invest in smaller and medium sized companies and also larger sized companies which form part of the FTSE All-Share, Fledgling and Alternative Investment Market (AIM) indices of shares. These indices consist of shares of a variety of UK companies representing all economic sectors.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2017 - 31/05/2018
  • Rank 250/257 Total Return
  • Rank 207/257 Standard Deviation
  • Rank 254/257 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.9%
2017 25.6% 12.8% 3.4% 5.7% 1.9%
2016 9.2% 0.0% 0.4% 13.0% -3.8%
2015 -7.5% -0.4% 0.7% -3.2% -4.8%
2014 -1.8% 5.5% -3.8% 0.3% -3.5%
2013 42.1% 16.8% -2.5% 13.5% 9.9%
2012 6.2% 8.6% -11.1% 10.1% -0.1%
2011 -14.4% 2.9% 1.2% -14.9% -3.5%
2010 35.7% 4.0% -5.9% 23.2% 12.6%
2009 89.8% 11.5% 28.6% 31.4% 0.8%
2008 -36.8% -4.9% 7.2% -21.3% -21.2%
2007 7.8% 11.3% 13.4% -7.1% -8.1%
2006 27.1% 5.9% 0.1% 4.9% 14.4%
2005 10.7% -6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/05/2005
  • Share Class size163Mn
  • Base currencyGBP
  • ISIN GB00B079QX49

Purchase Info

  • Min. initial investment500
  • Min. regular additional investment50

Charges

  • Annual management1.77%
  • Initial investment0

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