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River and Mercantile UK Equity High Alpha

Ranked 84 out of 251 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.


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


UK (All Companies) over : 31/01/2017 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size08Mn
  • Base currencyGBP

Purchase Info

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


  • Annual management1.50%
  • Initial investment5.25

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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

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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

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Hugh Sergeant: Barclays shares on course to double in value

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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).