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River and Mercantile UK Dynamic Equity A

Ranked 120 out of 250 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Philip Rodrigs

Philip Rodrigs was born in June 1981 in Karlsruhe, West Germany. He attended Oxford University where he studied Economics and Management, graduating from Oxford in 2002, and later that year he joined Invesco as a trainee fund manager. After a year of training he joined T Rowe Price as a pan European equities analyst where he worked for two years. In 2005 he joined Investec as a small-Cap analyst. He was promoted to small-cap manager in 2006 before moving to River & Mercantile in 2014. When not in the hectic world of fund management he enjoys holidays with activities ranging from skiing to scuba diving.

Objective

The objective is to achieve capital growth, through investing in a concentrated portfolio which will primarily consist of UK equities. 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 : 31/07/2015 - 31/07/2016

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -0.1% -2.0%
2015 4.4% 5.8% 0.4% -5.2% 3.7%
2014 1.3% 3.1% -1.8% -2.2% 2.2%
2013 33.7% 11.4% -0.1% 10.2% 9.1%
2012 19.9% 6.0% -2.3% 9.7% 5.6%
2011 -0.4% 0.9% 2.2% -6.2% 3.0%
2010 8.5% 3.6% -9.3% 8.9% 6.1%
2009 15.6% -15.0% 9.3% 22.5% 1.6%
2008 -30.9% -7.0% -0.2% -19.4% -7.6%
2007 1.1% -2.0% 2.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date22/03/2007
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB00B1NG8296

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment5.25

Related News

River and Mercantile relaunches UK Equity Unconstrained fund

River and Mercantile relaunches its UK Equity Unconstrained fund as the UK Dynamic Equity fund and cut the annual management charge by 0.25%.

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.

Hanbury: Global pharmaceuticals are at rock bottom valuations

Markets are more overbought than they ever were during the 2003-07 bull market, but there are some good recovery plays such as global pharmaceutical companies says River and Mercantile's Daniel Hanbury.

The Week in Investment: There is no 'wall of money', says Daniel Hanbury

The bulls' argument that investors are waiting on the sidelines with piles of cash doesn't hold water, says River and Mercantile's Hanbury. Plus: What will we learn from M&S's results next week?

Hanbury bets on defence spending increase

Citywire AAA-rated Dan Hanbury is focusing on the longer term implications of the global economic downturn and its potential impact on the geopolitical status quo.

Ashby: L&G dividend cut is just the beginning for sector

Fund managers Graham Ashby from Credit Suisse, Richard Staveley from River & Mercantile and Stephen Bailey from Walker Crips Asset Management respond to Legal & General's results.

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.

Skandia hands Whiteoak's 'best ideas' portfolios to Hanbury

Skandia Investment Management (SIML) has awarded Roger Whiteoak's £40 million Best Ideas portfolios  to River & Mercantile's AAA-rated Dan Hanbury.

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