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F&C Institutional UK Equity

Ranked 18 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Thomas Wilson

Objective

The Fund aims to achieve medium to long term growth of capital through investment mainly in UK equities. Some companies may have overseas earnings as part of their trading profits. The Fund invests mainly in a broad spread of UK equities. Although a large proportion will usually be invested in leading stocks there will often be included some investment in smaller stocks.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2015 - 30/04/2016

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.7%
2015 8.3% 4.5% 1.1% -4.8% 7.6%
2014 -0.8% -1.9% 0.0% -0.9% 2.0%
2013 20.5% 10.1% -2.0% 4.5% 6.8%
2012 13.3% 8.1% -4.0% 5.5% 3.5%
2011 -5.2% 1.1% 0.6% -14.2% 8.6%
2010 16.0% 6.2% -11.2% 12.4% 9.3%
2009 32.7% -7.5% 11.8% 21.5% 5.7%
2008 -29.7% -9.0% -1.4% -12.6% -10.4%
2007 7.7% 2.3% 3.5% -1.9% 3.7%
2006 15.2% 7.4% -3.3% 3.7% 6.9%
2005 20.2% 3.3% 4.9% 6.7% 4.0%
2004 14.0% 2.3% 2.3% 2.6% 6.2%
2003 16.9% -6.0% 10.6% 3.4% 8.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date22/11/1982
  • Share Class size24Mn
  • Base currencyGBP
  • ISIN GB0033139873

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.00%
  • Initial investment0

Related News

The UK winners 'exciting' Peter Lees

The FTSE 100 has enjoyed a strong start to the year, but F&C's UK Alpha manager Lees believes three stocks in particular will continue to deliver. 

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