Fact sheet: F&C Institutional UK Equity

Fund information

Fund name
F&C Institutional UK Equity 4 Inc
Fund company manager
F&C (BMO Global Asset Manageme
Fund type
OIC
Fund manager
Martin Smith
since 01/02/2004
Fund objective
The Fund aims to provide long-term capital growth from a balanced portfolio of UK equities.
Benchmark
FTSE All Share
Investment style
Growth
Investment method
Shares

Performance snapshot

Quick stats

1 Year return

21.26 %

1 Year rank in sector

136/273

Sector

UT UK All Companies

Yield

2.5

Fund size

£ 20.2 m

FE Risk score

84

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-0.75 %11.25 %21.26 %30.97 %69.88 %
Sector-0.61 %9.29 %21.33 %24.63 %74.67 %
Rank within sector153 / 28064 / 278136 / 27373 / 259154 / 243
Quartile th3 rd1 st2 nd2 nd3 rd

Calendar performance

YTD-20172016201520142013
Fund10.1 %10.03 %7.88 %-1.15 %20.12 %
Sector8.23 %11.16 %3.66 %0.59 %25.66 %
Rank within sector61 / 278161 / 27081 / 262208 / 257209 / 250
Quartile th1 st3 rd2 nd4 th4 th

Risk statistics

Alpha1.38
Beta0.98
Sharpe0.6
Volatility9.8
Tracking error3.98
Information ratio0.29
R-Squared0.83

Price movement

52 week high226.9
52 week low178.3
Current bid price0
Current offer price0
Current mid price223.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-