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F&C Stewardship Growth

Ranked 82 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Catherine Stanley

Born in 1970, Catherine Stanley attended St Albans High School for Girls before studying Geography at Oriel College Oxford. Following a 10 year stint with Framlington Asset Management, Catherine joined F&C Asset Management in 2000 where she has responsibility for the UK Dynamic and UK Smaller Companies funds. Catherine describes her investment style as being focussed on selecting quality growth stocks and when away from work her recreational interests include the theatre, music and art.

Objective

The fund provides an investment medium for people who do not regard financial gain as the sole criterion for investment but look to wider issues. Investment is concentrated in UK companies whose products and operations are considered to be of long-term benefit to the community both at home and abroad, with the aim of achieving long-term capital growth and increasing income, with the emphasis on capital growth.

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 0.6% 0.4% -0.1% 0.3%
2013 26.4% 12.5% -1.3% 6.0% 7.4%
2012 18.1% 10.4% -2.4% 5.9% 3.5%
2011 -7.5% 2.3% 0.8% -14.5% 5.0%
2010 18.4% 6.2% -4.9% 11.4% 5.3%
2009 22.4% -10.4% 12.6% 19.9% 1.1%
2008 -36.5% -9.5% -9.6% -10.4% -13.4%
2007 -6.1% 3.3% -0.9% -5.7% -2.7%
2006 25.4% 8.9% -3.9% 7.1% 11.8%
2005 16.8% 3.7% 2.5% 4.1% 5.6%
2004 21.6% 8.9% 3.2% 0.5% 7.7%
2003 26.2% -5.3% 16.8% 9.5% 4.2%
2002 -25.6% 1.7% -11.9% -17.5% 0.7%
2001 -14.2% -8.0% -0.3% -16.1% 11.5%
2000 -3.2% 1.3% -2.7% 3.4% -5.0%
1999 32.9% 10.6% 7.6% -1.6% 13.4%
1998 4.8% 14.0% 0.7% -13.5% 5.6%
1997 10.3% 6.9% -4.2% 6.2% 1.4%
1996 21.3% 8.3% 6.6% 0.9% 4.1%
1995 5.2% 1.4% 3.8%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2013

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 7.65
Vodafone Group PLC ORD 5.64
BG Group PLC ORD 4.24
GlaxoSmithKline PLC ORD 3.12
Standard Chartered PLC ORD 2.65
BHP Billiton PLC ORD 2.31
Associated British Foods PLC ORD 2.17
Legal & General Group PLC ORD 2.06
Ashtead Group PLC ORD 2.04
InterContinental Hotels Group PLC ORD 1.96
28/02/2013

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/1984
  • Share Class size25Mn
  • Base currencyGBP
  • ISIN GB0030834518

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

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