River and Mercantile UK Equity High Alpha Fund B Acc

Name
River and Mercantile UK Equity High Alpha Fund B Acc
Manager
River and Mercantile AM LLP
Type
Open Ended Investment Company
ISIN
GB00B3D79W34
Sector
UK All Companies
Launched
20/10/2008
OCF
0.84 %
Risk Rating
3
3 Year Sharpe
0.99
3 Year Alpha
2.21
Yield
2.2 %
Benchmark
FTSE AllSh TR GBP
The investment objective of the Fund is to achieve capital growth. The Fund will achieve its investment objective by investing in a focussed portfolio of investments which shall primarily consist of UK equities which offer the prospect of superior long term growth. For these purposes UK equities includes, but is not limited to, equities listed in the UK, equities of companies domiciled in the UK and equities of companies which have substantial operating activities in the UK.
Holding %
HSBC Holdings PLC 6.51 %
BP PLC 5.21 %
Royal Dutch Shell PLC B 4.13 %
GlaxoSmithKline PLC 2.96 %
Standard Chartered PLC 2.94 %
Lloyds Banking Group PLC 2.67 %
Rio Tinto PLC 2.55 %
BHP Billiton PLC 2.25 %
AstraZeneca PLC 2.20 %
Barclays PLC 2.11 %
Region %
United Kingdom 93.99 %
Sector %
Financial Services 26.18 %
Energy 17.18 %
Basic materials 10.90 %
Industrials 9.35 %
Consumer Cyclical 9.00 %
Healthcare 7.48 %
Consumer Defensive 7.40 %
Technology 6.35 %
Name
River and Mercantile AM LLP
Address
EC2R 5AL, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Hugh Sergeant
Joined 11/28/2006

Hugh Sergeant graduated from the London School of Economics. He joined Gartmore in 1987 as a UK equity graduate trainee, researching a number of sectors and managing institutional funds before leaving to join Phillips & Drew in 1990. He became Head of Smaller Companies in 1997. In March 2000 Hugh was promoted to Head of UK equities and Chairman of the UK Equity Committee. Hugh joined SG Asset Management in October and is a member of the UK equity team.

Data provided by Morningstar.

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