Merian UK Alpha Fund (IRL) R GBP Acc

Performance History30/06/2020
Growth of 1,000 (GBP) Advanced Graph
Merian UK Alpha Fund (IRL) R GBP Acc
Fund13.213.7-11.622.9-21.7
+/-Cat0.12.1-1.83.5-4.4
+/-B’mrk-3.50.6-2.13.7-4.2
 
Key Stats
NAV
13/07/2020
 GBP 11.18
Day Change 1.30%
Morningstar Category™ UK Large-Cap Equity
IA (formerly IMA) Sector -
ISIN IE00BFWH6830
Fund Size (Mil)
13/07/2020
 GBP 39.39
Share Class Size (Mil)
13/07/2020
 GBP 0.19
Max Initial Charge -
Ongoing Charge
30/06/2020
  1.15%
Morningstar Research
Analyst Report

Merian UK Alpha (IRL) continues to benefit from the stewardship of an experienced and talented UK equity manager.Richard Buxton has managed this offshore vehicle since launch in December 2013, and the overall strategy since taking control of the...

Click here to read this analyst report on the underlying fund.
Morningstar Pillars
PeoplePositive
ParentNeutral
ProcessPositive
PerformancePositive
PriceNegative
Investment Objective: Merian UK Alpha Fund (IRL) R GBP Acc
The objective of the Merian UK Alpha Fund (IRL) is to seek to achieve capital appreciation.
Returns
Trailing Returns (GBP)13/07/2020
YTD-22.19
3 Years Annualised-3.31
5 Years Annualised0.26
10 Years Annualised*-
12 Month Yield 0.00
Management
Manager Name
Start Date
Richard Buxton
18/12/2013
Inception Date
14/04/2014
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Category Benchmark
Fund BenchmarkMorningstar Benchmark
FTSE AllSh TR GBPFTSE AllSh TR GBP
Target Market
Role In Portfolio
Standalone / CoreNot Specific
ComponentNot Specific
OtherNot Specific
Primary Objective
PreservationNo
GrowthYes
IncomeNot Specific
HedgingNot Specific
OtherNot Specific
Portfolio Profile for  Merian UK Alpha Fund (IRL) R GBP Acc30/06/2020
Morningstar Style Box®
Equity Style
Asset Allocation
  % Long% Short% Net Assets
Stock100.000.00100.00
Bond0.000.000.00
Property0.000.000.00
Cash0.000.000.00
Other0.000.000.00
Top 5 Regions%
United Kingdom89.59
United States6.56
Europe - ex Euro2.58
Eurozone1.27
Canada0.00
Top 5 Sectors%
Consumer Cyclical24.91
Financial Services14.93
Healthcare13.37
Industrials10.23
Technology10.17
Top 5 HoldingsSector%
AstraZeneca PLCHealthcareHealthcare5.29
GlaxoSmithKline PLCHealthcareHealthcare5.20
GVC Holdings PLCConsumer CyclicalConsumer Cyclical4.64
Rio Tinto PLCBasic MaterialsBasic Materials4.39
Fidelity National Information Se... TechnologyTechnology4.37
Merian UK Alpha Fund (IRL) R GBP Acc

Related

* This share class has performance data calculated prior to the inception date, 2014-04-14. This is based upon a simulated/extended track record, using the track record of Merian UK Alpha (IRL) A GBP Acc (ISIN: IE00BFWH6491), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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