Investing in a UK recovery – FundCalibre
Hugh Sergeant, manager of the Fundcalibre Elite Rated ES R&M UK Recovery Fund, talks to Darius McDermott about value investing in the UK including how the fund has performed so strongly over the past decade and the recent vaccine rally.
“It has been a tough few years for value managers so I'm glad we have managed to produce decent results over the last 10 years.”
The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a reliable guide to future results. Changes in exchange rates may have an adverse effect on the value, price or income of investments.
Please note that individual securities named in this report may be held by the Portfolio Manager or persons closely associated with them and/or other members of the Investment Team personally for their own accounts. The interests of clients are protected by operation of a conflicts of interest policy and associated systems and controls which prevent personal dealing in situations which would lead to any detriment to a client.
ES R&M UK Recovery Fund
This fund enables investors to have targeted exposure to those companies we believe to have particularly strong potential to create value, following a period of depressed profits that could enable significant recovery.