FF & P Concentrated UK Equity B GBP Dis

IMA Sector:

UK All Companies

ISIN:

GB0033402420

Fund Type:

Unit Trust

172.10p
   
  • PEP:
  • ISA:
  • CAT Std:
  • Date: 27-Feb-2015
  • Change: 2.55p
  • Change %: 1.48%
  • Currency: GBP
  • YTD change: 192.95p
  • YTD %: n/a

Fund Objective

The Fund's objective is to outperform the FTSE All-Share by 4% p.a. over rolling three year periods.

View on Past Performance

Q1 2004 was a good quarter for the fund. Positive contributors included Cairn Energy,Man Group and Xstrata. We have cut our holding in GlaxoSmithKline.

Future Expectations

We remain overweight in sectors such as media, engineering, telecoms and specialist financials, where we see firms with a genuine competitive advantage. A strong theme in the portfolio is exposure to companies which we see making a successful transition from initial recovery (resulting from costcutting) to sustainable earnings growth.

Fund Details

Latest Price 172.10p IMA Sector UK All Companies
Currency British Pound Launch Date 01/08/2003
Fund Size n/a Fund Manager Michael Berman
ISIN GB0033402420 Dividend 0.91p
 

Price Info

Date 27-Feb-2015
Bid 172.00p
Offer 172.20p
Currency GBP
Change 2.55p
% 1.48%
YTD change 192.95p
YTD % n/a

Fund Facts

Fund Inception 01/08/2003
Fund Manager Michael Berman
TER 1.52 (31-Mar-2010)
Minimum Investment
Initial £50000
Additional n/a
Savings n/a
Charges
Initial n/a
Annual Mang't 1.50%
Exit n/a

Risks

Name %
Standard deviation 0.02
Sharpe ratio 0.08

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