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River and Mercantile UK Dynamic Equity A

Ranked 34 out of 247 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.


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


UK (All Companies) over : 31/07/2016 - 31/07/2017
  • Rank 34/247 Total Return
  • Rank 95/247 Standard Deviation
  • Rank 195/247 Max Drawdown

Total Return

Quarterly Performance

to 30/06/2017 Annual Q1 Q2 Q3 Q4
2017 6.1% 1.0%
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 size10Mn
  • Base currencyGBP
  • ISIN GB00B1NG8296

Purchase Info

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


  • Annual management1.75%
  • Initial investment5.25

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

Fund managers Graham Ashby from Credit Suisse, Richard Staveley from River & Mercantile and Stephen Bailey from Walker Crips Asset Management respond to Legal & General's results.

Skandia hands Whiteoak's 'best ideas' portfolios to Hanbury

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).