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(s)
David Moss
since 30/04/2015
Thomas Wilson
since 30/04/2015
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

Sector
Fund
Sector
Fund
Sector
Fund

Quick stats

1 Year return

10.86 %

1 Year rank in sector

225/274

Sector

UT UK All Companies

Yield

2.7

Fund size

£ 18.0 m

FE Risk score

83

NAV
-
Discount/Premium
-
Gearing
-

Top in sector

Performance vs. Sector

Sector
Fund
Sector
Fund
Sector
Fund

Cumulative performance

1m6m1y3y5y
Fund-1.31 %-3.19 %10.86 %27.55 %56.18 %
Sector-1.5 %1.62 %15.19 %27.81 %66.8 %
Rank within sector91 / 280269 / 277225 / 274119 / 258191 / 245
Quartile th2 nd4 th4 th2 nd4 th

Calendar performance

YTD-20172016201520142013
Fund6.87 %10.03 %7.88 %-1.15 %20.12 %
Sector10.15 %11.16 %3.66 %0.59 %25.66 %
Rank within sector213 / 275158 / 26582 / 258205 / 252205 / 245
Quartile th4 th3 rd2 nd4 th4 th

Risk statistics

Alpha-0.6
Beta0.97
Sharpe0.57
Volatility9.73
Tracking error4.34
Information ratio-0.21
R-Squared0.8

Price movement

52 week high226.9
52 week low191.8
Current bid price0
Current offer price0
Current mid price210.3

Holdings by region

-

Holdings by sector

-

Holdings by asset type

-

Individual holdings

-