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FP Russell Investments UK Growth Assets Class C - Income (GBP)

Sell:138.43p Buy:138.43p Change: 2.28p (1.67%)
Prices as at 28 May 2020
Change: 2.28p (1.67%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 28 May 2020
Change: 2.28p (1.67%)
Prices as at 28 May 2020
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments, we believe the Wealth 50 is a good place to start. View funds on the Wealth 50 »

Our view on the sector

The UK stock market is home to lots of world-class companies. From international giants to a diverse array of smaller businesses. This provides a rich hunting ground for fund managers in this sector. They all try to grow investors' money over the long term, but each goes about it in a different way. Some focus on larger companies in the FTSE 100 index, others invest in medium-sized or smaller companies, and some have the flexibility to invest in any company, regardless of size. Some aim to match or deliver a return similar to the broader UK stock market. Others have the freedom to try and make as much money as possible for investors and take more risks. That could mean investing in only a small number of companies, for instance. A fund that invests in UK shares is normally the first port of call for UK-based investors. But with such a variety on offer, investors should make sure a fund is right for their circumstances before investing.

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

27/05/15 to 27/05/16 27/05/16 to 27/05/17 27/05/17 to 27/05/18 27/05/18 to 27/05/19 27/05/19 to 27/05/20
Annual return -8.49% 21.70% 8.60% -4.39% -16.33%

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 Name: Patrick Egan
Manager start date: 1 May 2019
Manager located in: TBC

Patrick Egan is a member of Russell Investments' Global Equity portfolio management team and is responsible for managing the firm's UK and European equity funds. Asides from selecting sub-advisors and managing portfolio exposures, Patrick is involved in conducting reviews of funded managers and participating in the research of the firm's broader manager universes. In this role, Patrick works closely with Russell Investments' research analyst team and other equity portfolio managers. Prior to taking his current role in May 2019, Patrick was a senior research analyst in the firm's Global Equities team for over seven years. At different points during this period, which included two years working at Russell Investments' headquarters in Seattle, Patrick possessed product rank ownership over a range of manager investment styles, including quantitative equity and value investing. Patrick joined the global team in in March 2012 after spending five years in Russell Investments' European Equities team. Prior to joining Russell Investments in 2006, Patrick worked for five years in the multi-manager team at Barclays Wealth where he covered Japanese, Asia Pacific and Emerging Markets Equity managers. Patrick joined Barclays as part of their Business Leadership Programme in 2000. Masters in Finance, London Business School (2006)CFA Charterholder, CFA Institute (2003) B.Sc. Management Engineering, Ateneo de Manila University, Philippines (1999)

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account