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F&C UK Alpha

Ranked 251 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Peter Lees

Peter Lees graduated from the University of Durham and is currently a director and head of the UK equities team at F&C, having joined in 2005. Prior to joining F&C he was the head of equities for Deutsche Asset Management from 1992 to 2005 and between 1986 and 1992 he worked at Midland Montagu.

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.

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 -5.2% -4.9% 3.1% -3.3%
2013 14.0% 9.9% -5.8% 5.9% 4.0%
2012 7.1% 10.5% -9.3% 3.3% 3.5%
2011 -11.5% 0.5% -1.0% -15.4% 5.1%
2010 25.3% 6.1% -7.9% 12.4% 14.1%
2009 32.0% -8.9% 13.5% 20.7% 5.7%
2008 -32.6% -9.5% -6.2% -13.4% -8.4%
2007 3.5% 2.5% 2.7% -2.9% 1.3%
2006 12.6% 7.5% -4.1% 3.5% 5.5%
2005 19.4% 2.8% 5.2% 7.3% 2.9%
2004 11.5% 1.6% 2.3% 2.2% 5.0%
2003 18.7% -7.9% 14.6% 4.1% 8.1%
2002 -24.4% 2.1% -11.9% -19.0% 3.8%
2001 -10.9% -7.9% 0.8% -13.5% 10.9%
2000 -5.9% -3.3% -1.9% 1.8% -2.4%
1999 27.7% 9.9% 1.7% -4.4% 19.5%
1998 16.8% 17.4% 0.8% -15.2% 16.5%
1997 21.8% 3.7% 5.7% 11.9% -0.7%
1996 16.3% 3.4% 4.1% 5.6% 2.4%
1995 7.5% 0.9% 6.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/12/2012

Top 10 Holdings

Stock Size
Diageo PLC ORD 4.88
Standard Chartered PLC ORD 4.67
Barclays PLC ORD 4.52
BHP Billiton PLC ORD 4.31
Tullow Oil PLC ORD 3.93
WPP PLC ORD 3.77
Shire PLC ORD 3.72
Prudential PLC ORD 3.64
Inmarsat PLC ORD 3.42
Melrose Industries PLC ORD 3.40
31/12/2012

Registered For Sale In

  1. Chile
  2. Germany
  3. Ireland
  4. United Kingdom

Fund Info

  • Launch date24/04/1970
  • Share Class size52Mn
  • Base currencyGBP
  • ISIN GB0008463894

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5

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. 

F&C Thames River to merge away former Ted Scott fund

The firm plans to merge away Scott's former UK Growth & Income fund along with its UK Opportunities fund.

Lees on the case for large caps as Japan crisis bites

F&C UK Equity manager Peter Lees explains why large caps could outperform this year.

Bramson's Sherborne ups stake in F&C

Activist investor Sherborne, headed up by Edward Bramson who recently ousted Nick MacAndrew as F&C chairman, has acquired a further 265,000 shares in the company.

Skandia swaps Mclean for F&C's Lees on UK Best Ideas fund

F&C's Peter Lees has been rewarded for some decent performance on his UK equity fund with a £21 million mandate on Skandia's UK Best Ideas fund.

Thames River boss Porter sells F&C shares to seed funds

Thames River boss Charlie Porter has sold a £1.6 million stake in F&C to fund investment in a range of funds run by the boutique, including an emerging market hedge fund it recently launched on the quiet.   

The Peter Lees Experience: 'Bullying' investment bankers can get on their bikes

Listening to F&C’s veteran head of UK equities holding court on all things investment is quite an experience. In this interview, he has investment bankers, Prudential and global funds in his sights.

F&C Investments on UK equities

Sponsored by F&C Investments: fund managers Peter Lees and Phil Doel discuss opportunities in the domestic stock market

F&C cuts UK fund range

F&C is set to merge away eight funds within its Oeic range in an effort to cut costs by merging smaller, less economical funds into larger counterparts.

Hooper joins AXA Framlington

AXA Framlington has poached Jamie Hooper from F&C Asset Management to run its UK Growth fund.

...more...

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