Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

River and Mercantile UK Equity High Alpha

Ranked 80 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. The Fund will achieve its investment objective by investing in a focussed portfolio of investments which shall primarily consist of UK equities which offer the prospect of superior long term growth.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.3%
2017 15.5% 4.6% 1.3% 4.3% 4.5%
2016 22.4% -0.3% 0.4% 12.3% 8.9%
2015 -0.6% 5.6% 2.1% -7.3% -0.5%
2014 -1.7% 3.4% -2.4% -1.0% -1.6%
2013 37.8% 11.1% 0.5% 12.0% 10.2%
2012 25.2% 14.4% -7.2% 9.5% 7.8%
2011 -14.9% 0.1% 0.3% -18.8% 4.3%
2010 19.7% 6.5% -12.8% 17.4% 9.7%
2009 48.7% -7.3% 24.7% 30.3% -1.3%
2008 -35.5% -9.2% -3.8% -14.0% -14.1%
2007 -7.5% 2.3% 2.7% -4.4% -7.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/11/2006
  • Share Class size07Mn
  • Base currencyGBP
  • ISIN GB00B1DSZM47

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5.25

Related News

Alliance Trust overhaul: how the managers stack up

As shareholders prepare to vote on an overhaul of Alliance Trust's approach, we look at the track record of the men picked to run it.

River and Mercantile hires equity analyst

River and Mercantile Asset Management has recruited Sanford C Bernstein equity analyst Mayan Uthayakumar to enhance its equity solutions division.

River and Mercantile plans US push as Sergeant and Stanic funds near £1bn caps

After growing its gross profit by 31% the boutique is planning a push into the US and Australian markets, as well as assessing the capacity of Hugh Sergeant and Alex Stanic's funds.

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