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Royal London UK Growth Trust A Inc

Ranked 178 out of 249 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Joe Walters

RLAM`s Joe Walters is manages the CIS Income with Growth Trust and manages it along with a number of institutional portfolios which he has managed for the last three years. Previously Joe managed the CIS UK Growth Trust for over 10 years. Prior to that he managed the CIS UK Income with Growth Trust. Walters has over 20 years of industry experience and previously held roles as an investment analyst covering a number of consumer sectors, both at The Co-operative Asset Management and as a regional stockbroker. He is an Associate Member of the Society of Investment Analysts and an ongoing Associate of the CFA, UK.

Objective

The Fund aims to deliver top quartile performance over a rolling three-year period measured against the UK All Companies Sector. The Fund also aims to outperform the FTSE All-Share Index. The Fund has the ability to invest across the FTSE All-Share Index, although essentially it focuses upon a mixture of FTSE 100 and Mid Cap stocks. This universe consists of all the sectors of the UK equity market.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/09/2016 - 30/09/2017
  • Rank 178/249 Total Return
  • Rank 52/249 Standard Deviation
  • Rank 63/249 Max Drawdown

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.6% 3.9% 1.6%
2016 7.9% -3.3% 1.8% 8.7% 0.9%
2015 4.7% 6.0% -1.5% -4.9% 5.4%
2014 0.8% -0.3% -1.6% -0.7% 3.5%
2013 26.5% 10.6% -0.1% 5.5% 8.6%
2012 15.3% 8.9% -3.3% 4.8% 4.5%
2011 -7.1% -0.6% 1.1% -14.7% 8.4%
2010 14.9% 6.6% -9.6% 11.9% 6.5%
2009 22.2% -11.6% 11.8% 17.7% 5.1%
2008 -29.2% -9.2% -1.5% -12.1% -9.9%
2007 5.3% 2.6% -0.4% -0.5% 3.6%
2006 18.3% 8.6% -3.8% 5.2% 7.7%
2005 20.2% 3.2% 3.2% 7.6% 4.9%
2004 11.1% 0.8% 1.3% 2.3% 6.4%
2003 19.0% -5.8% 13.5% 4.2% 6.8%
2002 -22.1% 2.3% -10.3% -16.1% 1.3%
2001 -13.7% -7.1% 0.1% -14.2% 8.3%
2000 -8.4% -2.8% -3.0% 0.8% -3.6%
1999 25.1% 7.5% 2.1% -4.8% 19.6%
1998 14.1% 15.0% 0.1% -13.3% 14.4%
1997 24.4% 3.9% 6.1% 13.7% -0.7%
1996 18.3% 2.8% 3.6% 6.6% 4.2%
1995 5.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date25/09/1989
  • Share Class size1,177Mn
  • Base currencyGBP
  • ISIN GB0001597979

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment5,000

Charges

  • Annual management1.50%
  • Initial investment5

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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).