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TB Saracen UK Alpha Acc

Ranked 232 out of 250 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Craig Yeaman

Craig Yeaman is investment director at Saracen Fund Managers in Edinburgh. Prior to joining Saracen in 2008, he was an investment manager at Aberdeen Asset Management having previously been manager of the Shires Smaller Companies and Shires Income funds at Glasgow Investment Managers. He is a member of the Chartered Institute of Bankers in Scotland and also holds membership of the Securities Institute. Craig studied economics and marketing at Strathclyde University, and outside of fund management, he enjoys soccer and golf.

Objective

The investment objective of SGF is to achieve a long term total return on the invested assets at a higher rate than the total return on the FTSE All Share Index. To meet this objective, the ACD will carefully select and invest in a diversified portfolio of primarily United Kingdom equity securities which provide the potential for long term growth. SGF may also invest in overseas securities. and may also invest in cash and near cash, deposits and collective investment schemes. In most cases this is likely to occur only where the ACD considers that equity share prices have become overvalued.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/07/2015 - 31/07/2016
  • Rank 232/250 Total Return
  • Rank 220/250 Standard Deviation
  • Rank 216/250 Max Drawdown
Fund Name Currency Risk
219 Legal & General Growth E Acc GBP

15.3

220 TB Saracen UK Alpha Acc GBP

15.4

221 Old Mutual UK Alpha R Acc GBP

15.5

222 MFM Slater Growth Fund GBP

15.5

Fund Name Currency Loss
214 Stonehage Fleming Core UK Equity GBP

-12.2%

215 St James's Place UK Growth Acc GBP

-12.3%

216 TB Saracen UK Alpha Acc GBP

-12.3%

217 Premier Ethical C Inc GBP

-12.3%

218 SVM UK Growth A GBP

-12.5%

Total Return

Quarterly Performance

to 30/06/2016 Annual Q1 Q2 Q3 Q4
2016 -1.7% -9.5%
2015 10.1% 4.0% 7.6% -6.4% 5.2%
2014 2.2% 5.7% -4.6% -1.6% 3.1%
2013 34.1% 9.1% -0.3% 10.8% 11.2%
2012 16.9% 11.4% -5.5% 7.1% 3.7%
2011 -8.9% 1.6% 1.1% -16.3% 5.9%
2010 17.2% 2.8% -10.8% 12.9% 13.2%
2009 33.1% -11.1% 16.8% 23.9% 3.5%
2008 -44.6% -11.8% 5.6% -23.7% -22.0%
2007 1.1% 3.3% 3.8% -3.9% -1.9%
2006 30.7% 14.4% -1.3% 6.4% 8.9%
2005 22.5% 5.9% 0.8% 12.3% 2.2%
2004 36.0% 7.4% 10.4% 3.8% 10.5%
2003 35.3% -9.7% 21.1% 10.4% 12.1%
2002 -22.2% 2.8% -5.2% -19.7% -0.6%
2001 -0.8% -1.7% 10.8% -16.1% 8.7%
2000 29.9% 10.1% 7.5% 10.9% -1.0%
1999 4.5% 3.2% 22.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/03/1999
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB0005711089

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment5

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