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F&C UK ALPHA - Fund overview

No Bestinvest rating
Find rated uk all companies funds


Overview of F&C UK ALPHA

Bestinvest research covers the funds we currently highlight and the most popular funds chosen by our clients over the years. F&C UK ALPHA does not fall into either of these categories at present.

Standard Initial Charge

5.00% 0.00%

Invest via Bestinvest

to save 5.00%

Find out how to invest

Fund summary

Sector  UK All Companies
Product type  OEIC
Launched  April, 1970
Size  £233m
Yield 0.5%
Charging basis  Income
Dividends paid  Acc units only.
Bid price 2,300.00p

Fund Charges

Standard Initial charge 5.00%
Initial charge via Bestinvest 0.00%
Additional bid/offer spread 0.00%
Annual management charge 1.50%
Total expense ratio 1.72%
Reduction in yield (10yr) 1.72%

Bestinvest says


No information available.

Portfolio

f&c uk alpha asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds –
Quality bonds 0%
Property 0%
Commodities –
Hedge –
Fund cash 2%
f&c uk alpha equity geographic illustration
Allocation Proportion
UK 91%
Europe 3%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 6%
f&c uk alpha equity capitalisation illustration
Allocation Proportion
Large Caps 63%
Mid Caps 26%
Small Caps 11%

View all performance data for F&C UK ALPHA

Investment process


The fund aims to provide capital growth from a broad spread of equities in the UK market.
A pragmatic investment style is adopted, aiming to provide flexibility in responding to fast changing markets.
Stocks selected are based on rigorous analyses conducted by R&SA's managers and analysts.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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