FTF Martin Currie UK Managers' Focus Fund W (Inc)Register to Unlock Ratings |
Performance History | 30/04/2024 |
Growth of 1,000 (GBP) | Advanced Graph |
Fund | - | 18.0 | -10.6 | 2.8 | 6.4 | |
+/-Cat | - | 1.7 | 1.1 | -5.2 | 2.1 | |
+/-B’mrk | - | - | - | -4.8 | 0.2 | |
Category: UK Flex-Cap Equity | ||||||
Category Benchmark: Morningstar UK All Cap TME ... |
Key Stats | ||
NAV 14/05/2024 | GBP 1.01 | |
Day Change | -0.20% | |
Morningstar Category™ | UK Flex-Cap Equity | |
IA (formerly IMA) Sector | UK All Companies | |
ISIN | GB00BKTWYY84 | |
Fund Size (Mil) 30/04/2024 | USD 122.06 | |
Share Class Size (Mil) 14/05/2024 | GBP 1.55 | |
Max Initial Charge | - | |
Ongoing Charge 06/02/2024 | 0.82% |
Investment Objective: FTF Martin Currie UK Managers' Focus Fund W (Inc) |
The Fund aims to grow in value by more than the FTSE All-Share Index, from a combination of income and investment growth over a three to five-year period after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in shares of companies listed on the London Stock Exchange that are incorporated/domiciled in the UK or which have significant business operations in the UK. The Fund usually invests in the shares of up to 50 companies consisting of: 10–20 large companies (such as those making up the FTSE 100 Index). 10–20 medium sized companies (such as those making up the FTSE 250 Index). 20 smaller companies (such as those making up the Numis Smaller Companies ex-Investment Trusts Index or the Alternative Investment Market (AIM) ). |
Returns | ||||||||||||||||
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Management | ||
Manager Name Start Date | ||
Ben Russon 16/04/2013 | ||
Richard Bullas 22/06/2012 | ||
Click here to see others | ||
Inception Date 21/02/2020 |
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Category Benchmark | |
Fund Benchmark | Morningstar Benchmark |
FTSE AllSh TR GBP | Morningstar UK All Cap TME NR GBP |
Target Market | ||||||||||||||||||||
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Portfolio Profile for FTF Martin Currie UK Managers' Focus Fund W (Inc) | 30/04/2024 |
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Top 5 Holdings | Sector | % |
Serco Group PLC | Industrials | 3.27 |
Cranswick PLC | Consumer Defensive | 3.18 |
Bodycote PLC | Industrials | 3.12 |
AstraZeneca PLC | Healthcare | 3.11 |
WPP PLC | Communication Services | 3.00 |
Increase Decrease New since last portfolio | ||
FTF Martin Currie UK Managers' Focus Fund W (Inc) |