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MFM Bowland

Ranked 5 out of 253 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

To achieve capital growth, with a moderate level of risk. This is to be achieved by investing in shares of companies both in the UK and overseas, but concentrating mainly on UK shares.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/11/2016 - 30/11/2017
  • Rank 5/253 Total Return
  • Rank 73/253 Standard Deviation
  • Rank 3/253 Max Drawdown
Fund Name Currency Loss
1 Castellain Value Fund A6 GBP

-0.1%

2 Lorimer Inc GBP

-0.2%

3 MFM Bowland GBP

-0.3%

4 Slater Recovery A Acc GBP

-0.4%

5 Schroder Advanced Beta UK Equity X Acc GBP GBP

-0.8%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 7.8% 8.1% 4.7%
2016 14.2% -1.5% -0.8% 12.5% 3.8%
2015 20.1% 3.3% 7.7% 1.2% 6.7%
2014 8.3% 10.0% -3.5% -0.3% 2.4%
2013 24.4% 11.1% -6.3% 10.1% 8.6%
2012 -2.6% 9.3% -9.6% 5.2% -6.4%
2011 -15.0% 1.2% -0.5% -9.7% -6.5%
2010 39.9% 9.3% -3.1% 19.3% 10.7%
2009 49.7% -0.4% 17.9% 20.3% 6.0%
2008 -40.7% -11.6% -1.0% -13.7% -21.5%
2007 -4.5% 8.8% 1.3% -2.3% -11.3%
2006 23.2% 19.3% -5.8% 0.2% 9.4%
2005 9.3% 14.8% -7.2% 6.0% -3.3%
2004 19.7% 8.6% -1.6% 1.0% 10.9%
2003 34.5% -0.1% 19.7% 8.4% 3.7%
2002 -10.8% 6.7% -2.8% -7.5% -7.0%
2001 6.9% -1.6% 8.2% -12.4% 14.6%
2000 -11.7% 8.7% -13.9% -6.4% 0.8%
1999 10.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date12/07/1999
  • Share Class size16Mn
  • Base currencyGBP
  • ISIN GB0008265307

Purchase Info

  • Min. initial investment9,900
  • Min. regular additional investment0

Charges

  • Annual management1.85%
  • Initial investment7

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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).