Factsheet: L&G UK Alpha Trust I Acc

Name
L&G UK Alpha Trust I Acc
Manager
Legal & General(Unit Trust Managers)Ltd
Type
Unit Trust
ISIN
GB00B28PT700
Sector
UK All Companies
Launched
19/11/2007
OCF
0.78 %
Risk Rating
4
3 Year Sharpe
0.44
3 Year Alpha
-2.37
Yield
1.7 %
Benchmark
FTSE AllSh TR GBP
The investment objective is to secure capital growth by investing in a concentrated portfolio of UK equities. The Fund aims to invest in small to mid-cap companies by market capitalisation and also larger companies which form part of the FTSE All Share, Fledgling and AIM indices.
Holding %
First Derivatives PLC 7.27 %
Smart Metering Systems PLC 6.60 %
MaxCyte Inc 5.59 %
BATM Advanced Communications Ltd 4.92 %
Sigma Capital Group PLC 4.36 %
Seeing Machines Ltd 4.32 %
Faron Pharmaceuticals Oy 4.30 %
eServGlobal Ltd 4.21 %
Kape Technologies PLC 3.80 %
Savannah Petroleum PLC 3.01 %
Region %
United Kingdom 71.07 %
Australasia 9.00 %
Middle East 6.95 %
United States 5.90 %
Eurozone 5.62 %
Sector %
Technology 42.02 %
Healthcare 15.59 %
Industrials 15.17 %
Energy 5.35 %
Financial Services 5.09 %
Name
Legal & General(Unit Trust Managers)Ltd
Address
EC4N 4TP, London, United Kingdom
UCITS
Yes
Legal Structure
Unit Trust

Managers

Rod Oscroft
Joined 01/07/2018

Rod joined LGIM in 2000 and is a Senior Fund Manager and Head of the High Alpha team who focuses on small and mid cap funds which are typically concentrated, conviction weighted, benchmark agnostic portfolios. Rod joined LGIM from Hermes Investment Management where he specialised in small company research. Prior to this, Rod worked in the transport asset rental industry. Rod graduated from Cambridge University with an Honours degree in Economics.

Data provided by Morningstar.

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