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River and Mercantile UK Eq Long Term Recovery

Ranked 58 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Hugh Sergeant

Hugh Sergeant graduated from the London School of Economics with a degree in Economics. Hugh began his investment career at Gartmore in 1987 as a UK Equities graduate trainee and moved to Phillips & Drew in 1990, managing UK equities throughout his twelve years there. He became Head of Smaller Companies in 1997, establishing a new team and launching the UBS Smaller Companies Fund. In March 2000 Hugh was promoted to Head of UK Equities at UBS Global Asset Management and Chairman of the UK Equities Committee. He joined SGAM in 2002 where he was Head of UK Equities, manager of the Growth strategy and co-manager of the Special Opportunities Fund. Hugh joined R&M in August 2006 and currently manages the UK Equity Long Term Recovery, World Recovery and UK Equity High Alpha Funds. Hugh is Head of the UK Equities team at R&M with overall responsibility for managing and developing the team.

Objective

The investment objective of the Fund is to achieve capital growth through investing in a portfolio which will primarily consist of UK equities that meet the manager's recovery criteria of a turnaround in company profitability over the longer term. The Fund will not be restricted by reference to a benchmark, sector constraints or company size.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018
  • Rank 58/259 Total Return
  • Rank 92/259 Standard Deviation
  • Rank 129/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.5%
2017 16.4% 5.1% 1.6% 5.4% 3.5%
2016 27.1% 0.1% 1.0% 14.1% 10.2%
2015 -1.5% 5.7% 1.2% -7.6% -0.4%
2014 -6.7% 5.6% -3.7% -4.6% -3.8%
2013 57.6% 11.8% 4.9% 17.0% 14.9%
2012 29.1% 18.0% -10.0% 9.1% 11.4%
2011 -18.8% 2.6% 0.5% -22.2% 1.3%
2010 21.6% 7.9% -12.2% 15.4% 11.3%
2009 59.0% -5.4% 30.5% 35.7% -5.0%
2008 -21.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date17/07/2008
  • Share Class size02Mn
  • Base currencyGBX
  • ISIN GB00B1YHLP55

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment50,000

Charges

  • Annual management1.75%
  • Initial investment1.75

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