Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

MI Charles Stanley UK & International Growth A Acc

Ranked 8 out of 20 in - Global (High UK) over 36 months
All calculations are in USD unless stated

Managed by

Paul Gibson

Paul Gibson joined Charles Stanley as an investment, portfolio and fund manager in 2007, having held similar positions at Gerrard Investment Management and Barclays Wealth. He describes his investment style as a blend, focusing on large caps in the global equity universe. His defensive growth strategy incorporates a top-down view into the portfolio. Paul is a member of the firm’s Investment Strategy Committee and is a Chartered Fellow of the Institute for Securities & Investment. Born in 1977, he graduated with a BSc (Honours) in economics and marketing from the University of Wales Aberystwyth in 1998 after which he started work for stockbroker Capel Cure Myers. Outside of fund management, Paul enjoys a range of sports as well as the theatre and music.

Objective

The investment objective of the CF Charles Stanley UK and International Growth Fund is to provide long-term capital growth through investment in a diversified portfolio of global equities with a focus on UK Blue-Chip companies.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global (High UK) over : 31/12/2014 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
2017 20.0% 5.9% 5.0% 2.8% 5.0%
2016 0.8% -2.2% -2.8% 6.7% -0.7%
2015 -2.9% 1.6% 2.7% -9.9% 3.4%
2014 -0.6% 0.4% 4.6% -4.2% -1.3%
2013 23.4% 5.2% -1.2% 11.3% 6.7%
2012 14.7% 10.4% -5.7% 7.4% 2.6%
2011 -5.5% 2.6% 0.5% -14.2% 6.9%
2010 9.4% -0.1% -11.8% 15.2% 7.8%
2009 41.0% -9.7% 25.6% 17.0% 6.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date11/12/2008
  • Share Class size112Mn
  • Base currencyGBX
  • ISIN GB00B3F2K236

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%
  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).