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River and Mercantile UK Equity Smaller Cos A Inc

Ranked 41 out of 52 in - UK Smaller Companies over 12 months
All calculations are in GBP unless stated

Managed by

Daniel Hanbury

Dan Hanbury graduated from Loughborough University in 1996 with a 1st Class Honours Degree in Mechanical Engineering. He began his career at Schroder Investment Management on the UK Fund Management desk before joining the research department for two years as an analyst. He joined Investec Asset Management in 2000 and was responsible for the UK Small Companies Fund and the UK Alpha/Unconstrained Portfolios. Dan joined River and Mercantile as a founding partner in 2006 and is focused on managing the UK Income, UK Unconstrained and UK Smaller Companies strategies.

Objective

The investment objective of the Fund is to achieve capital growth. The Fund aims to achieve its investment objective by investing in a portfolio of investments which shall primarily consist of UK equities which reside in the bottom 10% of the UK stock market in terms of market capitalisation.

Performance

UK Smaller Companies over : 31/08/2017 - 31/08/2018

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -7.8% 8.4%
2017 28.5% 8.4% 3.9% 6.8% 6.7%
2016 6.3% -1.4% -11.3% 18.3% 2.8%
2015 18.1% 3.9% 5.4% 5.9% 1.9%
2014 4.4% 6.5% -3.9% 0.2% 1.9%
2013 59.7% 14.7% 0.8% 16.2% 18.9%
2012 37.1% 13.7% -5.3% 16.8% 9.0%
2011 -10.0% 1.6% 0.5% -14.0% 2.4%
2010 26.0% 6.1% -5.4% 11.4% 12.7%
2009 43.2% -6.2% 24.5% 23.5% -0.7%
2008 -33.5% -6.2% -0.3% -14.5% -16.9%
2007 -9.5% 1.9% 0.9% -4.3% -8.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date30/11/2006
  • Share Class size42Mn
  • Base currencyGBP
  • ISIN GB00B1DSZR91

Purchase Info

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

Charges

  • Annual management1.50%
  • Initial investment1.50%

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