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See underlying R&M UK Equity Smaller Companies fund

FL River and Mercantile UK Equity Smaller Companies Pn

3 FE Trustnet

Underlying Fund

FE Crown Rating ( Underlying )

Fund Objective ( Underlying )

The investment objective of the Fund is to achieve capital growth by investing in a portfolio of investments which shall primarily consist of UK equities which resides in the botton 10% of the UK stock market in terms of market capitalisation.

Fund Manager ( Underlying )

Philip Rodrigs




Primary Asset Class

Fund Size

GBP 0.79m as at 30-Jun-2017

Downloads ( Underlying )

Unit Name

FL River and Mercantile UK Equity Smaller Companies Pn





Initial Charge


Unit Currency




Annual Charge



GBX 366.00

Change (Mid)

1.30 (0.36%)

Unit LaunchDate


Performance Overview

Performance Charts

Cumulative Performance

  YTD 3m 6m 1y 3y 5y
Fund 16.41 3.86 13.63 36.62 56.41 217.98
Sector 17.27 5.17 14.55 33.81 49.64 123.59

Discrete Performance (%)

  2016 2015 2014 2013 2012
Fund 7.41 20.60 5.80 61.78 39.29
Sector 7.11 17.65 -2.27 37.90 24.78

Asset Allocation ( Underlying )

breakdown chart
  Asset Class % of Fund
UK Equities 93.36
Money Market 5.70
US Equities 0.94

Regional Breakdown ( Underlying )

breakdown chart
  Region % of Fund
UK 90.81
Cash 5.70
Guernsey 2.55
USA 0.94

Sector Breakdown ( Underlying )

breakdown chart
  Sector % of Fund
Industrials 31.00
Consumer Services 16.40
Financials 11.90
Consumer Goods 10.80
Technology 10.20
Money Market 6.40
Health Care 5.10
Basic Materials 3.00
Oil & Gas 2.90
Telecommunications 2.30

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis with net income (dividends) reinvested. Performance figures are shown in Sterling.

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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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