PSigma UK Growth Acc
| Shares Class | Inc. |
|---|---|
| Yield | 1.15 |
| Total Expense Ratio | 1.96 |
Fund Performance
Cumulative Performance
Discrete Performance
| Shares Class | Inc. |
|---|---|
| Yield | 1.15 |
| Total Expense Ratio | 1.96 |
Cumulative Performance
Discrete Performance
| Fund Size | 900,000.00 | Launch Date | 06/10/2003 | Standard Initial Charge (%) | 5.25 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 1,000.00 | Total Expense Ratio (%) | 1.96 |
| ISIN | GB00B23XW147 | Min Topup (£) | 1,000.00 | Ongoing Charge (%) | 2.0400 (on 15/02/2013) |
To achieve long term capital growth. The Fund intends to invest primarily in UK companies but may also invest in other UK related companies. The Fund may also invest in other investments to the extent permitted by the FSA Rules as applicable from time to time.
Neil Cumming
Neil started his career in the industry at Royal Insurance in 1984 after graduating from Durham University with a degree in Economics and Mathematics. At Royal Insurance Neil passed his Society of Investment Analyst exams and, after three years as an analyst covering a variety of sectors, moved into fund management. In that role he managed a range of retail and institutional UK equity funds, including the Staff Pension Scheme, before moving to Prolific Asset Management in 1997. Neil was part of the team managing the award winning Prolific UK Blue Chip Trust, and ran the Prolific Convertible & Gilt Unit Trust. The team was also responsible for the in-house life fund UK equities worth over £1.5bn. Following Prolific’s acquisition by Aberdeen Asset Management, Neil became Head of the Equity Income team, responsible for a product range with c£800m assets and a track record stretching back for 25 years. In 2003, Neil joined Teather & Greenwood Investment Management running both equity income and growth retail funds and building further on his experience of managing non-FTSE100 investments. He joined PSigma Investment Management in May 2004, before joining PSigma Asset Management in January 2007 at launch, and is the manager of the PSigma UK Growth Fund.
| Name | Weight |
|---|---|
| Aerospace & Defence | 6.00% |
| Broadcasting | 4.59% |
| Business Services | 4.23% |
| Mineral Extraction | 9.21% |
| Money Market | 8.58% |
| Oil & Gas - Integrated | 9.73% |
| Oil & Gas Equipment & Services | 4.96% |
| Oil & Gas Exploration & Produc | 7.13% |
| Others | 29.38% |
| Pharmaceuticals | 12.06% |
| Wireless & Mobile Communicatio | 4.13% |
| Name | Weight |
|---|---|
| GLAXOSMITHKLINE | 6.50% |
| BG GROUP | 5.70% |
| ROYAL DUTCH SHELL | 4.10% |
| VODAFONE GROUP | 4.10% |
| ASTRAZENECA PLC | 3.90% |
| RIO TINTO | 3.70% |
| STANDARD CHARTERED | 3.60% |
| BHP BILLITON | 3.00% |
| GLENCORE XSTRATA PLC | 2.50% |
| LEGAL & GENERAL GROUP | 2.30% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.