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FOUR Active UK Equity A GBP Acc

Ranked 86 out of 265 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Christopher Rodgers

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

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

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.

Objective

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.

Performance

UK (All Companies) over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 1.9% 0.2% -1.0% 2.7%
2013 24.8% 10.1% -2.0% 9.1% 6.0%
2012 13.6% 11.1% -5.7% 6.5% 1.8%
2011 -8.2% 2.0% -0.5% -14.5% 5.9%
2010 17.5% 4.2% -8.0% 13.1% 8.3%
2009 34.6% -4.1% 10.4% 23.2% 3.2%
2008 -29.7% -7.1% -0.7% -15.3% -10.0%
2007 5.4% 5.7% -1.6% 1.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date02/04/2007
  • Share Class size10Mn
  • Base currencyGBP
  • ISIN IE00B1RPZ542

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment0

Charges

  • Annual management0.8%

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