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F&C UK Alpha

Ranked 36 out of 249 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.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/08/2015 - 31/08/2016
  • Rank 36/249 Total Return
  • Rank 116/249 Standard Deviation
  • Rank 46/249 Max Drawdown
Fund Name Currency Risk
114 EdenTree Amity UK A GBP

11.0

114 Kames UK Equity Acc B GBP

11.0

116 F&C UK Alpha 1 Acc GBP

11.2

117 FP Matterley Equity Acc GBP

11.2

118 SW Multi-Manager UK Equity Focus A Acc GBP

11.2

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 0.2% -2.4%
2015 6.2% 4.2% 1.3% -5.4% 6.4%
2014 -4.9% -4.9% 3.1% -2.1% -0.9%
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 6.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

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

Fund Info

  • Launch date24/04/1970
  • Share Class size41Mn
  • Base currencyGBP
  • ISIN GB0008463894

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

Related News

Former F&C director Peter Lees joins broker

Peter Lees has joined Stifel Nicolaus Europe as managing director.

JO Hambro Capital hires F&C's Ulrich for John Wood fund

A-rated Michael Ulrich will team up with John Wood on the firm's UK Opportunities fund

A-rated manager Ulrich exits F&C

Co-manager Tom Wilson will take on full responsibility for running the group's UK Mid Cap and UK Alpha funds.

F&C's Peter Lees departs after nine years

F&C's Peter Lees has exited the firm after a nine-year spell.

Lees to be taken off 'disappointing' F&C UK Alpha fund

Manager being replaced by Citywire + rated Michael Ulrich and Tom Wilson.

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.

...more...

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