Kames UK Opportunities Fund GBP B Acc

Name
Kames UK Opportunities Fund GBP B Acc
Manager
Kames Capital PLC
Type
Open Ended Investment Company
ISIN
GB00B1N9DS91
Sector
UK All Companies
Launched
01/03/2007
OCF
0.8 %
Risk Rating
3
3 Year Sharpe
0.09
3 Year Alpha
3.80
Yield
1.1 %
Benchmark
FTSE AllSh TR GBP
The investment objective is to provide a combination of income and capital growth over any 7 year period. At least 80% of the Fund will be invested in equities of companies which are listed, quoted or traded in UK markets or which have their headquarters or a significant part of their activities in the UK but which may also be quoted on a regulated market outside of the UK.
Holding %
RELX PLC 4.45 %
AstraZeneca PLC 4.24 %
Avast PLC 4.10 %
Rio Tinto PLC 3.96 %
Hikma Pharmaceuticals PLC 3.84 %
GB Group PLC 3.52 %
Coca-Cola HBC AG 3.19 %
Gamma Communications PLC 3.11 %
Dechra Pharmaceuticals PLC 2.91 %
Countryside Properties PLC 2.77 %
Region %
United Kingdom 88.73 %
United States 5.06 %
Sector %
Communication Services 19.58 %
Industrials 19.14 %
Healthcare 13.40 %
Financial Services 10.67 %
Technology 10.51 %
Consumer Defensive 8.41 %
Consumer Cyclical 8.39 %
Basic materials 8.26 %
Name
Kames Capital PLC
Address
EH12 9SA, Edinburgh, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Philip Haworth
Joined 05/01/2017

Philip Haworth is Deputy Head of Equities. In addition he is co-manager of the Kames UK Equity Fund, Kames UK Opportunities Fund and has responsibility for managing several other UK equity portfolios. Phil has analysis duties for the oil & gas and food producers sectors. In addition Phil leads the collective process of formulating our UK equity strategy views and contributes to Kames Asset Allocation research. He joined us in 1995 straight from Oxford University, where he studied Politics, Philosophy and Economics. Philip also has the SII Diploma.

Audrey Ryan
Joined 03/01/2007

Audrey Ryan is an investment manager in the UK Equities team with responsibility for managing several funds, including the Kames Ethical Equity Fund and Kames UK Opportunities Fund. In addition, Audrey has analysis duties for the travel & leisure sector, and is a small-cap specialist. She joined us in 1997 from General Accident where she was a UK small companies portfolio manager. Audrey studied Accounting at Napier University, is a qualified chartered accountant and has an MSc in Investment Analysis.

Data provided by Morningstar.

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.