Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

F&C Institutional UK Equity

Ranked 211 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Michael Ulrich

Michael Ulrich graduated from Keele University with a BA in Law and Politics. He joined F&C in 2005 where he is currently an associate director in the UK equity team, specialising in UK mid-cap investments. Prior to this he worked at Deutsche Asset Management where he spent nine years in various positions including UK mid-cap company specialist and the head of UK media, construction, steel and paper company research. Michael is a holder of the Chartered Financial Analyst designation.

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.

Performance

UK (All Companies) over : 31/07/2013 - 31/07/2014

Total Return

Quarterly Performance

to 31/07/2014 Annual Q1 Q2 Q3 Q4
2014 -2.4% -1.9% 0.0% -0.5%
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

Asset Allocation

Breakdown

30/11/2013

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 5.86
F&C UK Smaller Companies 4 Acc 5.73
Royal Dutch Shell PLC ORD 5.05
GlaxoSmithKline PLC ORD 4.18
Vodafone Group PLC ORD 3.96
BP PLC ORD 3.31
GBP Cash 3.21
Diageo PLC ORD 3.11
British American Tobacco PLC ORD 3.04
Rio Tinto PLC ORD 2.84
30/11/2013

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date22/11/1982
  • Share Class size580Mn
  • Base currencyGBP
  • ISIN GB0033139873

Purchase Info

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

Charges

  • Annual management0.0%
  • 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 GBP).