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Royal London UK Mid-Cap Growth M ACC

Ranked 6 out of 14 in - UK Medium Companies over 12 months
All calculations are in GBP unless stated

Managed by

Henry Lowson

Henry Lowson joined Royal London Asset Management as a senior portfolio manager in June 2016. He was previously a UK fund manager at AXA Framlington based in London where he was responsible for managing the AXA Framlington UK Smaller Companies Fund. Henry is a CFA Charterholder and IMC and graduated from Edinburgh University with degrees in Economics and Geography. Outside of fund management he enjoys tennis, football and skiing.

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.

Showing fund performance in United Kingdom View performance globally

Performance

UK Medium Companies over : 31/03/2017 - 31/03/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.6%
2017 23.6% 4.2% 7.9% 5.3% 4.5%
2016 0.6% -3.0% -8.3% 11.7% 1.2%
2015 13.5% 7.7% 3.3% -2.6% 4.8%
2014 5.7% 4.7% -5.2% 0.4% 6.1%
2013 38.5% 17.2% 0.6% 7.2% 9.6%
2012 26.2% 18.6% -6.3% 8.9% 4.3%
2011 -7.6% -0.3% 4.6% -17.7% 7.7%
2010 33.2% 5.8% -5.3% 17.9% 12.8%
2009 49.9% -0.4% 16.7% 24.8% 3.3%
2008 -23.9% -4.2% -1.0% -8.0% -12.7%
2007 -3.7% 5.6% -1.7% -6.6% -0.7%
2006 6.8% 13.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/11/2009
  • Share Class size384Mn
  • Base currencyGBP
  • ISIN GB00B5BRW420

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management0.70%
  • Initial investment0.7

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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).