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CFIC Crux UK A Inc

Ranked 83 out of 248 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Patrick Barton

Patrick Barton has over 35 years of industry experience. He returned to fund management at Williams de Broë in 2007, running what is now the CFIC CRUX UK Fund. Prior to this he was a banks analyst at Evolution Securities which he joined from CSFB where he was UK Banks Analyst, and Head of the Pan-European Banks Team. Prior to this Patrick worked at JP Morgan Chase as a Commercial Banker and subsequently as a Fund Manager before moving to Norwich Union as a Pension and Unit Trust UK Equity Investment Manager and latterly as Head of UK Equities. He graduated from Cambridge University where he read history.

Jamie Ward

Jamie Ward has 10 years of experience in the industry. He joined Oriel Asset Management in 2014 to run with Patrick Barton what is now the CFIC CRUX UK Fund; moving to CRUX Asset Management at the start of 2017. Before this, Jamie was an equity analyst at boutique hedge fund manager Wolos Capital. Prior to this he was an equity analyst at Investec and Williams de Broë with responsibility for several sectors. He began his career as a Fund Manager at Brown Shipley. Jamie graduated with a first class degree in mathematics from the University of Hull and is a CFA charter holder.

Objective

The investment objective of the Fund is to achieve long term total returns in excess of the Fund's benchmark. In seeking to achieve the Fund's objective, the portfolio will consist predominantly of FTSE 350 constituent equity securities. The Fund may also invest in non-UK securities. The Fund may also invest in money market instruments, deposits, warrants, units in collective investment schemes and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 28/02/2016 - 28/02/2017
  • Rank 83/248 Total Return
  • Rank 103/248 Standard Deviation
  • Rank 20/248 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 17.8% 1.2% 1.9% 8.3% 5.5%
2015 2.2% 4.9% -3.0% -6.8% 7.8%
2014 1.8% -0.7% 1.2% -3.3% 4.8%
2013 27.1% 13.8% -1.0% 4.4% 8.0%
2012 11.6% 5.4% -0.7% 4.3% 2.2%
2011 -0.6% -0.5% 1.5% -11.4% 11.0%
2010 12.8% 4.2% -10.0% 12.5% 6.9%
2009 21.5% -12.5% 10.3% 19.4% 5.5%
2008 -26.8% -7.6% -1.2% -13.9% -6.9%
2007 -1.2% 2.1% 2.7% -5.6% -0.3%
2006 12.9% 9.8% -5.1% 2.2% 6.0%
2005 21.2% 3.2% 5.1% 8.6% 2.9%
2004 11.8% 3.1% 0.4% 2.4% 5.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date26/04/1993
  • Share Class size54Mn
  • Base currencyGBP
  • ISIN GB0030613276

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment4.5

Related News

Crux to acquire Oriel Asset Management

Crux Asset Management is due to take over Oriel Asset Management from City Financial in a move that will see both the funds and the managers move across.

Oriel’s Barton keeps faith with oil majors despite price slump

Despite the hit to earnings caused by the oil price’s 50% slump since last summer, the oil majors remain highly cash generative

Does it still make sense to invest in tobacco?

Tobacco companies are under continued attack but some of the largest UK equity income funds have tobacco stocks among their largest holdings.

Oriel’s Barton doubles cash as he struggles to find opportunities

The UK manager has cut a number of its largest positions as he felt they had got too expensive.

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