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F&C Responsible UK Equity Growth 1 Inc

Ranked 34 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018
  • Rank 34/259 Total Return
  • Rank 158/259 Standard Deviation
  • Rank 88/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6%
2017 18.7% 5.0% 5.6% 2.1% 4.9%
2016 7.5% -2.7% -1.5% 10.4% 1.5%
2015 6.6% 5.1% 1.6% -5.7% 5.9%
2014 4.0% 0.4% -0.1% 0.8% 2.8%
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 21.7% 1.2% 6.5% 8.8% 3.8%
1994 -7.2% -1.2% -6.7% 0.6% 0.1%
1993 31.4% 10.7% 2.8% 5.3% 9.8%
1992 15.8% 0.8% 8.5% -8.4% 15.6%
1991 18.3% 13.1% -2.7% 9.4% -1.7%
1990 -16.9% -6.6% 3.2% -13.9% 0.1%
1989 20.6% 14.6% 2.6% 5.0% -2.3%
1988 7.1% 5.6% 6.5% -3.5% -1.3%
1987 21.7% 24.3% 22.2% 6.8% -25.0%
1986 24.9% 10.9% 5.4% -1.2% 8.1%
1985 26.8% 7.4% 0.1% 8.3% 9.0%
1984 7.5% 17.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/1984
  • Share Class size17Mn
  • Base currencyGBX
  • ISIN GB0030834518

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

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