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ES River and Mercantile Global Alpha Class B - Accumulation (GBP)

Sell:498.92p Buy:498.92p Change: 1.29p (0.26%)
Prices as at 24 December 2024
Sell:498.92p
Buy:498.92p
Change: 1.29p (0.26%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 24 December 2024
Sell:498.92p
Buy:498.92p
Change: 1.29p (0.26%)
Prices as at 24 December 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

It's natural for UK investors to focus on funds investing in their home market. But as the world has become more connected, so has the investment landscape. There are lots of funds investing across the globe, and these can be a great way to diversify an investment portfolio. Funds in the global sector can invest anywhere in the world. But they go about this in different ways. They vary in how much they can invest in certain types of companies, sectors, countries, or regions. Some focus on developed markets or large multinational corporations, while others invest more in higher-risk emerging markets or smaller companies. Some target companies with higher-growth expectations and others search for unloved companies with the potential to recover.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

24/12/19 to 24/12/20 24/12/20 to 24/12/21 24/12/21 to 24/12/22 24/12/22 to 24/12/23 24/12/23 to 24/12/24
Annual return 3.08% 15.76% -2.90% 10.84% 12.54%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Hugh Sergeant
Manager start date: 12 July 2016
Manager located in: London

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 SGAM in 2002 where he was Head of UK Equities, manager of the Growth strategy and co-manager of the Special Opportunities Fund. Hugh joined R&M in August 2006. Hugh is Head of the UK Equities team at R&M with overall responsibility for managing and developing the team. As a Fund Manager he is manager of the UK High Alpha, World Recovery and UK Long Term Recovery strategies.

manager photo
Manager Name: William Lough
Manager start date: 1 January 2021
Manager located in: London

William joined RAMAM as a UK Equity Analyst in December 2009 after graduating from Oxford University with first class honours in History. He has been a key figure in supporting the development of the equity team's PVT [Potential, Value, Timing] philosophy, which is designed to systematically unearth investment anomalies and ensure they are sensibly applied to client portfolios in a way that maximises returns and minimises risk. In 2013 William was promoted to director of research. William is the fund manager of the UK Dynamic Fund and also the alternate manager on Hugh Sergeant's Recovery strategies.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account