ES River and Mercantile UK Alpha Fund (0P00007Y9Z.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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ES River and Mercantile UK Alpha Fund
4th floor, Pountney Hill House, 6 Laurence Pountney Hill
Management information
,Lead manager since 28 November 2006
Hugh graduated from the London School of Economics with a degree in Economics. He joined Gartmore in 1987 as a UK equities graduate trainee and moved to Phillips & Drew in 1990, managing UK equities throughout his twelve years there. He became Head of Smaller Companies in 1997, establishing a new team and launching the UBS Smaller Companies Fund. In March 2000 Hugh was promoted to Head of UK Equities at UBS Global Asset Management and Chairman of the UK Equities Committee. He joined Societe Generale Asset Management in 2002 where he was Head of UK Equities, manager of the Growth strategy and co-manager of the Special Opportunities Fund.
Hugh was one of the founding members of River and Mercantile Asset Management LLP, joining in August 2006. Hugh is Chief Investment Officer at River and Mercantile Asset Management and manages the UK High Alpha, UK Recovery, Global Recovery and Global High Alpha strategies.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryN/A
Fund familyEquity Trustees Fund Services Ltd
Net assets64.49M
YTD return5.75%
Yield3.01%
Morningstar rating★★★★
Inception date28 Nov 2006
Fund operations
Last dividend0.23
Last cap gainN/A
Holdings turnover101.70%
Average for categoryN/A
Fees and expenses
Expense0P00007Y9Z.LCategory average
Annual report expense ratio (net)0.00%N/A
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/AN/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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