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TM Cartesian UK Opportunities A Acc

Ranked 161 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

Jeremy Hall

Jeremy Hall worked on the European desk at Scottish Life and Abbey National Asset Managers before joining SVM in January 2004. Two years later he joined Teather and Greenwood as an analyst, and 2007 he joined Cartesian Capital and became a partner in 2008. Jeremy has over 12 years of investment experience and runs the TM Cartesian UK Enhanced Alpha, UK Absolute Alpha and UK Opportunities funds. He graduated with a BA in history & management studies from Glasgow University.

Andrew Kelly

Expert number-cruncher Andrew Kelly holds a BSc in Mathematics from Durham University and a Certificate of Advanced Study of Mathematics from Cambridge, along with an MSc (Distinction) in Investment Analysis from Stirling University. Born in Grimsby in July in 1965, Kelly started out in the Actuarial Division of Standard Life in 1987 before he became an investment analyst with the group in 1992. In 1996 Kelly got his first senior fund manager role following his switch to Scottish Value Management. He was one of the founding partners of Cartesian Capital Partners in 2005 where he currently manages the TM Cartesian UK Enhanced Alpha, UK Absolute Alpha and UK Opportunities funds alongside Jeremy Hall.

Objective

To achieve long term total returns by investing predominately in UK companies. The Sub-fund will aim to meet its objective by investing in a concentrated portfolio of stocks, which the investment manager considers to be undervalued, selected from across the UK company size range.

Performance

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 -1.8% -3.5% 2.5%
2013 24.9% 12.0% -3.4% 6.4% 8.5%
2012 14.6% 10.7% -3.0% 4.5% 2.1%
2011 -0.2% -10.8% 7.7%
2010 6.9% 10.0% 3.9%
2009 -13.3% 8.2% 0.4%
2008 -29.3% -12.4% -2.9% -12.7% -4.9%
2007 4.7% 5.3% -0.6% -2.9% 2.9%
2006 28.0% 13.8% -3.4% 5.0% 10.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/07/2013
  • Share Class size09Mn
  • Base currencyGBP
  • ISIN GB00B96TWN03

Purchase Info

  • Min. initial investment3,000
  • Min. additional investment1,000

Charges

  • Annual management1.5%
  • Initial investment5

Related News

Bambos Hambi rotates from Julie Dean into Alex Savvides

Bambos Hambi, head of fund of funds management at Standard Life Investments, has refocused his UK equity exposure on value investors.

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