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
OEIC
Fund manager
Peter Lees
since 01/01/2006
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

3.64 %

1 Year rank in sector

263/272

Sector

UT UK All Companies

Yield

2.7

Fund size

£ 18.9 m

FE Risk score

83

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Cumulative performance

1m6m1y3y5y
Fund-1.16 %-1.11 %3.64 %22.94 %51.01 %
Sector-0.35 %2.48 %11.58 %22.81 %61.39 %
Rank within sector251 / 280266 / 278263 / 272116 / 255191 / 243
Quartile th4 th4 th4 th2 nd4 th

Calendar performance

YTD-20172016201520142013
Fund5.17 %10.03 %7.88 %-1.15 %20.12 %
Sector7.99 %11.16 %3.66 %0.59 %25.66 %
Rank within sector218 / 276159 / 26682 / 259205 / 253206 / 246
Quartile th4 th3 rd2 nd4 th4 th

Risk statistics

Alpha0.06
Beta0.98
Sharpe0.43
Volatility9.92
Tracking error4.3
Information ratio-0.05
R-Squared0.81

Price movement

52 week high226.9
52 week low191.8
Current bid price0
Current offer price0
Current mid price213.5

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-