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River and Mercantile World Recovery B Inc

Ranked 106 out of 694 in - Global 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.

Objective

The investment objective of the Fund is to achieve capital growth. The Fund will achieve its investment objective through investing in a portfolio which will primarily consist of international equities that the investment manager believes will benefit from a recovery in company profitability over the medium and longer term. The Fund will not be restricted by reference to a benchmark, territory, sector constraints or company size.

Showing fund performance in United Kingdom View performance globally

Performance

Global over : 30/04/2017 - 30/04/2018
  • Rank 106/694 Total Return
  • Rank 618/694 Standard Deviation
  • Rank 609/694 Max Drawdown
Fund Name Currency Return
104 CGWM Global Equity Fund R GBP Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

11.2%

105 Invesco Global Opportunities Z-Acc GBP

11.1%

106 River and Mercantile World Recovery B Inc GBP

11.0%

106 Ennismore Global Equity GBP A GBP

11.0%

108 Investec GSF Global Strategic Equity A Inc USD GBP

11.0%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.4%
2017 20.3% 9.1% 1.0% 5.4% 3.7%
2016 32.9% 1.8% 3.7% 13.8% 10.7%
2015 1.8% 12.3% -5.1% -8.5% 4.4%
2014 -3.7% 5.9% -3.3% -4.6% -1.4%
2013 7.5% 12.1% 15.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/03/2013
  • Share Class size436Mn
  • Base currencyGBX
  • ISIN GB00B9428D30

Purchase Info

  • Min. initial investment3Mn
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment1

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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).