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River and Mercantile UK Dynamic Equity A

Ranked 181 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Objective

The objective is to achieve capital growth, through investing in a concentrated portfolio which will primarily consist of UK equities. The fund will not be restricted by reference to a benchmark, sector constraints or company size.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2017 - 30/04/2018
  • Rank 181/259 Total Return
  • Rank 250/259 Standard Deviation
  • Rank 248/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -9.8%
2017 17.6% 6.1% 1.0% 4.8% 4.7%
2016 15.9% -0.1% -1.6% 11.7% 5.5%
2015 4.4% 5.8% 0.4% -5.2% 3.7%
2014 1.3% 3.1% -1.8% -2.2% 2.2%
2013 33.7% 11.4% -0.1% 10.2% 9.1%
2012 19.9% 6.0% -2.3% 9.7% 5.6%
2011 -0.4% 0.9% 2.2% -6.2% 3.0%
2010 8.5% 3.6% -9.3% 8.9% 6.1%
2009 15.6% -15.0% 9.3% 22.5% 1.6%
2008 -30.9% -7.0% -0.2% -19.4% -7.6%
2007 1.1% -2.0% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/03/2007
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B1NG8296

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment1.75

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