Chris Rodgers graduated from Worcester College Oxford with an MA in human sciences. He started his career at Schroders in 1982 where he became a senior fund manager working for over 20 years at the company. In 2003 he moved to HSBC as head of UK equity. Chris is currently a senior fund manager and director at Four Capital Partners Ltd and adopts a bottom-up, intrinsic value investment style. He is a qualified Associate of the UK Society of Investment Professionals.
Thomas Carroll was in Schroders' specialist UK equity team until the end of 2006. Carroll is a qualified accountant who started his investment career when he joined Cooper and Lybrand’s corporate finance department in 1991. He moved to M&G in 1993 to become a UK equity fund manager focusing on both retail and institutional funds before making the switch to Schroders in 2000. He joined Four Capital Funds in 2007.
Ted Williams graduated from the University of Essex and began his career at Prudential Portfolio Managers where he became a director and spent almost 20 years at the company. In 1996, he joined Schroders and was an executive director of the UK equity team. Ted then moved to FOUR Capital Partners in 2007 as senior fund manager and director and currently manages UK equity funds with a bottom up, intrinsic value investment style. He is a member of the Securities & Investment Institute.
The investment objective of the Fund is to increase the value of your shares over the longer term. The Fund invests in stocks and shares of companies listed on stock exchanges in the UK and in instruments which have the same or a similar effect as investing in stocks and shares of such companies. You can sell your shares in the Fund any day (except Saturday or Sunday) that banks are open in Ireland and the UK.
Rank 86/265 Total Return
Rank 121/265 Standard Deviation
Rank 134/265 Max Drawdown
|84||BlackRock UK Equity A Inc||
|84||Russell IC UK Equity A||
|86||Old Mutual Equity 1 A GBP||
|86||FOUR Active UK Equity A GBP Acc||
|88||Barclays UK Alpha A Acc||
|View full league table|
|121||VT Maven Smart Dividend UK X GBP Acc||
|121||Franklin UK Opportunities A Inc||
|121||FOUR Active UK Equity A GBP Acc||
|121||HSBC MERIT UK Equity Inst A Acc||
|View full league table|
Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date02/04/2007
- Share Class size10Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. additional investment0
- Annual management0.8%