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.
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.
Alex Schlich is a senior fund manager at Sanlam FOUR based in London. He joined the firm in 2013 and is responsible for managing the Sanlam FOUR UK Active Fund dealing in UK equities, using a growth investment style. Alex graduated from the Sheffield Business Studies Northwestern Graduate School of Management with a degree in Business Studies. He lists golf and shooting among his interests outside of work.
The objective of the Fund is to target capital growth over the longer-term. The Fund's investment objective will be achieved through investment primarily in United Kingdom (UK) listed companies. The Fund may also invest in companies listed on the European markets to the value of 20% of the Net Asset Value of the Fund. To the extent that any such investments give rise to any currency exposure (for example due to exchange rate fluctuations between the Base Currency and the currency of a particular position), the Fund may utilise foreign exchange (FX) swap contracts to hedge against such exposure.
Rank 235/259 Total Return
Rank 229/259 Standard Deviation
Rank 208/259 Max Drawdown
|233||Family Asset Trust||
|234||Sarasin EquiSar UK Thematic A Acc||
|235||Sanlam FOUR Active UK Equity A GBP||
|237||UBS (Lux) Eq Fd - Great Britain (GBP) P-acc||
|237||Schroder ISF UK Opportunities A Dis||
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|229||Fidelity Funds - United Kingdom A-GBP||
|229||Standard Life Inv UK Equity Unconstrained Ret||
|229||Cavendish UK Select A GBP Inc||
|229||Sanlam FOUR Active UK Equity A GBP||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date02/04/2007
- Share Class size05Mn
- Base currencyGBP
- Min. initial investment1,000
- Min. additional investment0
- Annual management0.75%
- Initial investment0