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River and Mercantile UK Dynamic Equity A

Ranked 168 out of 259 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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 : 31/03/2017 - 31/03/2018
  • Rank 168/259 Total Return
  • Rank 248/259 Standard Deviation
  • Rank 248/259 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -9.8%
2017 17.6% 6.1% 1.0% 4.8% 4.7%
2016 15.9% -0.1% -1.6% 11.7% 5.5%
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 size08Mn
  • Base currencyGBP
  • ISIN GB00B1NG8296

Purchase Info

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

Charges

  • Annual management1.75%
  • Initial investment1.75

Related News

Investors pull £323m from R&M funds after Rodrigs exit

Redemptions of £165 million and £158 million have been taken from the UK Smaller Companies fund and the UK Dynamic fund respectively.

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.

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