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 Smaller Cos A Inc

Ranked 40 out of 53 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Objective

The investment objective of the Fund is to achieve capital growth. The Fund aims to achieve its investment objective by investing in a portfolio of investments which shall primarily consist of UK equities which reside in the bottom 10% of the UK stock market in terms of market capitalisation.

Showing fund performance in United Kingdom View performance globally

Performance

UK Smaller Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -7.8%
2017 28.5% 8.4% 3.9% 6.8% 6.7%
2016 6.3% -1.4% -11.3% 18.3% 2.8%
2015 18.1% 3.9% 5.4% 5.9% 1.9%
2014 4.4% 6.5% -3.9% 0.2% 1.9%
2013 59.7% 14.7% 0.8% 16.2% 18.9%
2012 37.1% 13.7% -5.3% 16.8% 9.0%
2011 -10.0% 1.6% 0.5% -14.0% 2.4%
2010 26.0% 6.1% -5.4% 11.4% 12.7%
2009 43.2% -6.2% 24.5% 23.5% -0.7%
2008 -33.5% -6.2% -0.3% -14.5% -16.9%
2007 -9.5% 1.9% 0.9% -4.3% -8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2006
  • Share Class size42Mn
  • Base currencyGBP
  • ISIN GB00B1DSZR91

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

Fund managers stung as Conviviality nears collapse

George Luckraft and Daniel Hanbury among fund managers who stand to receive 'little-to-nil' value for their funds' investments in Conviviality.

River and Mercantile's Rodrigs sacked over 'conduct issue'

Citywire AA-rated manager Philip Rodrigs has left River and Mercantile Asset Management following an investigation into a professional conduct issue.

Mothercare slump adds to UK retail woes

Profit warning from baby goods retailer adds to fears over plight of UK consumer following Debenhams slump last week.

How a tech overweight has helped Rodrigs beat the market

An overweight to technology stocks drove the River & Mercantile UK Micro’s net asset value up 12.61% since its October 2014 inception, outperforming the benchmark by 4.79%.

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.

R&M soft-closes Rodrigs' UK Smaller Companies fund

The River & Mercantile UK Equity Smaller Companies fund has been soft closed after reaching £549 million in size.

R&M’s Rodrigs finds ‘stunning value’ as he spends cash

Philip Rodrigs explains the lower down the market you go, the better the opportunities on offer.

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