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River and Mercantile UK Equity High Alpha

Ranked 31 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

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.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -0.1% 3.4% -2.4% -1.0%
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%
2006 5.1% 5.1%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2009

Top 10 Holdings

Stock Size
HSBC Holdings PLC 7.66
BP Plc 5.79
Vodafone Group Plc 4.90
GlaxoSmithKline PLC 4.80
Royal Dutch Shell Plc B 3.96
Rio Tinto PLC 3.31
Barclays PLC 3.04
AstraZeneca PLC 2.83
Anglo American PLC 2.48
Xstrata Plc 1.93
30/11/2009

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/11/2006
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB00B1DSZM47

Purchase Info

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

Charges

  • Annual management1.5%
  • Initial investment5.25

Related News

AA-rated Hugh Sergeant lifts Rangers stake above 7%

River & Mercantile's star fund manager has taken advantage of recent share price weakness to increase his exposure in the Scottish football team.

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.

Hugh Sergeant: the flaws of using volatility as a risk measure

Volatility measures dominate the analysis of investment risk but Hugh Sergeant, head of UK equities at River and Mercantile Asset Management, queries how sensible this is.

R&M's Hugh Sergeant: the recovery stocks to back this year

River and Mercantile’s head of UK equities Hugh Sergeant explains why he is backing UK retail names and later cycle real estate stocks.

Hugh Sergeant: Why now is the time to buy equities

Equities are offering outstanding value in absolute and relative terms, according to River and Mercantile's Sergeant.

Be proud to buy undervalued British companies, says Sergeant

River & Mercantile's Hugh Sergeant argues that current negative sentiment towards UK investing is the biggest consensus view since the TMT bubble- and that consensus views are rarely right

Hugh Sergeant: Barclays shares on course to double in value

River and Mercantile's head of UK equities explains why he is buying units in his own funds on the back of once in a generation pricing opportunities.

Team Profile: Star managers chart new course for River & Mercantile

Launched with a flurry of big-name hires, the rejuvenated River & Mercantile has had a lot to live up to.

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