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Royal London UK Mid-Cap Growth A

Ranked 6 out of 11 in - UK Medium Companies over 12 months
All calculations are in GBP

Managed by

Derek Mitchell

Derek Mitchell joined Royal London Asset Management in 2007 where he is currently a fund manager of the UK Special Situations Trust and the UK Mid-Cap Growth Trust. Prior to this he worked at Rutherglen Capital where he spent nine months managing a directional equity media hedge fund. Derek built up 20 years’ experience working at F&C Asset Management and its antecedent companies, ISIS Asset Management amd Royal & Sun Alliance Investment Management where he managed both retail and institutional portfolios.

Objective

The Fund seeks to maximise capital growth over the medium to long term, mainly through the investment in medium-sized UK companies. The remainder of investments may consist of larger or smaller companies and Exchange Traded Funds as the Manager deems strategically appropriate.

Performance

UK Medium Companies over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.0% 4.5% -5.4% 0.2%
2013 37.5% 17.0% 0.4% 7.0% 9.4%
2012 25.1% 18.3% -6.4% 8.6% 4.0%
2011 -8.2% -0.5% 4.3% -18.0% 7.7%
2010 32.2% 5.6% -5.5% 17.6% 12.6%
2009 49.6% -0.4% 16.7% 24.8% 3.2%
2008 -23.9% -4.2% -1.0% -8.0% -12.7%
2007 -3.7% 5.6% -1.7% -6.6% -0.7%
2006 21.5% 6.8% 13.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/08/2014

Top 10 Holdings

Stock Size
Investec PLC ORD 2.94
Close Brothers Group PLC ORD 2.93
Hellermanntyton Group PLC ORD 2.89
DCC PLC ORD 2.86
Taylor Wimpey PLC ORD 2.82
Senior PLC ORD 2.76
BBA Aviation PLC ORD 2.64
Informa Switzerland Ltd ORD 2.57
Dixons Carphone PLC ORD 2.56
Greencore Group PLC ORD 2.52
31/08/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/2006
  • Share Class size240Mn
  • Base currencyGBP
  • ISIN GB00B4V70S51

Purchase Info

  • Min. initial investment1,000
  • Min. additional investment50

Charges

  • Annual management1.4%
  • Initial investment4

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