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River and Mercantile UK Dynamic Equity A

Ranked 88 out of 254 in - UK (All 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 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 : 31/03/2015 - 31/03/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 -0.1%
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 size03Mn
  • Base currencyGBP
  • ISIN GB00B1NG8296

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment5.25

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Ashby: L&G dividend cut is just the beginning for sector

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Skandia Investment Management (SIML) has awarded Roger Whiteoak's £40 million Best Ideas portfolios  to River & Mercantile's AAA-rated Dan Hanbury.

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