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F&C Responsible UK Equity Growth

Change Share Class?

F&C Responsible UK Equity Growth 2 Acc
Select Performance Currency
Pound Sterling
  • What is the Fund’s objective?

    The fund aims to provide long term capital growth and an increasing income, with the emphasis on capital growth. It provides medium for people who do not regard financial gain as the sole criterion for investment but look to wider issues. Investment is concentrated in UK companies whose products and operations are considered of long term benefit to the community at home and abroad.

    How does FE rate this fund?

    • No FE Alpha managers
    • Not included in the AFI

    Who manages this fund?

    Catherine Stanley Since 01-Jun-2009

    Catherine is a fund manager specialising in global smaller companies and ethical investing. Prior to joining the...

    Primary manager

  • How has this fund performed?

    Cumulative Performance chart

    Cumulative Performance as at 20/07/2017
        3m 6m 1yr 3yrs 5yrs
    F&C Responsible UK Equity Growth 2 Acc +7.0 +11.6 +18.7 +36.6 +88.1
    UK All Companies +4.7 +7.6 +17.7 +27.4 +70.9

    Discrete Performance chart

  • Forensic News Alerts

  • Ratios and Analysis

    How does this fund compare against other funds in UK All Companies?

    Quartile Ranking

        1y 3y
    ? Position 87 / 273 55 / 258
    ? Quartile 2 1

    Ranking is for the main unit within the sector View other funds in this sector

    Other Rating

    Morningstar Analyst

    Ratio Info

        1y 3y
    ? Volatility 9.85 10.07
    ? Alpha -0.92 2.32
    ? Beta 1.16 1.05
    ? Sharpe 2.21 0.69
    ? Info Ratio 0.60 1.00
    ? R2 0.86 0.93
    ? Quartiles:1 2 3 4

    Risk Score

    FE Risk scores allow you to see how risky a fund is in comparison with the FTSE 100.

    This fund: 85
    FTSE 100: 100
    Cash: 0

    Investment Details

    Initial 0.00%
    Annual 0.75%
    ? OCF 0.79%
    ? Performance Fee 0... More
    Minimum Investment?
    Initial £ 500,000
    Additional £ 25,000
  • Prices

      Unit type Currency Bid Offer Date Yield Citicode SEDOL ISIN
    F&C Responsible UK Equity Growth 2 Acc ACC GBX 326.20 20 Jul 2017 2.00 IO50 3339648 GB0033396481

    Change the share class at the top of the page to see details of other share classes for this fund.

  • What does this fund invest in?

    Asset Class Breakdown (31 May 2017)

    Rank Asset %    
    1 UK Equities 98.50
    2 Cash 1.50

    Top Holdings (31 May 2017)

    Rank Largest Holdings %  
    1 HSBC 5.00
    2 GlaxoSmithKline 3.90
    3 Unilever 3.20
    4 Vodafone Group Plc 3.20
    5 Prudential 2.90
    6 AstraZeneca 2.70
    7 Lloyds Banking Group 2.60
    8 Compass Group PLC 2.40
    9 Legal & General 2.40
    10 Experian 2.30
  • Additional Information

    Additional Information

    Legal Structure: OEIC
    Own ISA wrapper: YES help with ISA
    Trustee / Depositary: State Street Trustees Limited
    Registrar: IFDS
    Multi-Manager: NO
    Dividend policy: Jun 01 (Final), Dec 01 (Interim)
    Fund size: £395.8m / $513.6m (20-Jul-17)
    Unit Launch: 15-Aug-2003
    Fund Launch: 01-Jun-1984
    Savings plan: NO
    Pricing times: 12:00 Daily
    Dealing times: Mon-Fri 09:00 to 17:30
    Dealing frequency: Daily
  • News and Research about this fund

    Relevant articles

    Relevant Guides

  • Contact Details

    Exchange House, Primrose Street, London, EC2A 2NY

    0800 085 0383 (Main Number)

Initial Charges: Max.;

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.

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Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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