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River and Mercantile UK Equity Smaller Cos A Inc

Ranked 27 out of 50 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Philip Rodrigs

Philip Rodrigs was born in June 1981 in Karlsruhe, West Germany. He attended Oxford University where he studied Economics and Management, graduating from Oxford in 2002, and later that year he joined Invesco as a trainee fund manager. After a year of training he joined T Rowe Price as a pan European equities analyst where he worked for two years. In 2005 he joined Investec as a small-Cap analyst. He was promoted to small-cap manager in 2006 before moving to River & Mercantile in 2014. When not in the hectic world of fund management he enjoys holidays with activities ranging from skiing to scuba diving.

Objective

The investment objective of the Fund is to achieve capital growth. The Fund aims to achieve its investment objective by investing in a portfolio of investments which shall primarily consist of UK equities which reside in the bottom 10% of the UK stock market in terms of market capitalisation.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.4% -11.5%
2015 18.1% 3.9% 5.4% 5.9% 1.9%
2014 4.4% 6.5% -3.9% 0.2% 1.9%
2013 59.7% 14.7% 0.8% 16.2% 18.9%
2012 37.1% 13.7% -5.3% 16.8% 9.0%
2011 -10.0% 1.6% 0.5% -14.0% 2.4%
2010 26.0% 6.1% -5.4% 11.4% 12.7%
2009 43.2% -6.2% 24.5% 23.5% -0.7%
2008 -33.5% -6.2% -0.3% -14.5% -16.9%
2007 -9.5% 1.9% 0.9% -4.3% -8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2006
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN GB00B1DSZR91

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%

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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).