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

21.34 %

1 Year rank in sector

148/269

Sector

UT UK All Companies

Yield

2.5

Fund size

£ 20.4 m

FE Risk score

83

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund3.2 %15.72 %21.34 %30.42 %75.3 %
Sector3.4 %14.53 %21.5 %24.81 %80.66 %
Rank within sector187 / 27777 / 274148 / 26978 / 255161 / 241
Quartile th3 rd2 nd3 rd2 nd3 rd

Calendar performance

YTD-20172016201520142013
Fund11.33 %10.03 %7.88 %-1.15 %20.12 %
Sector9.57 %11.16 %3.66 %0.59 %25.66 %
Rank within sector64 / 275158 / 26781 / 258206 / 253207 / 246
Quartile th1 st3 rd2 nd4 th4 th

Risk statistics

Alpha1.48
Beta0.98
Sharpe0.54
Volatility9.7
Tracking error3.97
Information ratio0.32
R-Squared0.83

Price movement

52 week high226
52 week low178.3
Current bid price0
Current offer price0
Current mid price226

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-