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GVQ UK Focus I

Ranked 84 out of 272 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Jamie Seaton

Jamie Seaton was born in the mid-seventies in Yeovil, UK. He studied at Sherborne School and Southampton University, where he read Economics and Business Economics. Jamie is a member of the CFA Institute and holds the Investment Management Certificate (IMC) and is a CFA Charterholder. His financial career began in 2001 at Rothschild Asset Management as an Analyst and assistant Fund Manager. Since 2004 Jamie has worked for GVQ Investment Management (“GVQIM”) where he started as an Analyst before becoming Investment Manager on the GVO UK Focus Fund in April 2009. His investment focus is on all four drivers of equity value creation: earnings growth, rating, degearing and corporate activity. Jamie is also Chief Executive of GVQIM. Outside of work Jamie enjoys tennis, skiing and Formula 1.

Objective

The aim of the Fund is to maximise returns for investors, predominantly through capital growth, by investing in quoted equities using private equity techniques. The Fund will invest in no more than 35 companies that are publicly listed on the UK stock market. The Fund will only make investments in companies that it believes have the potential to produce an absolute return of at least 15% p.a.

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Performance

UK (All Companies) over : 31/12/2014 - 31/12/2015
  • Rank 84/272 Total Return
  • Rank 228/272 Standard Deviation
  • Rank 193/272 Max Drawdown
Fund Name Currency Loss
191 Federis Ex-Euro GBP

-12.1%

192 HSBC MERIT UK Equity Inst A Inc GBP

-12.1%

193 Standard Life Wealth UK Equity GBP

-12.2%

193 GVQ UK Focus I GBP

-12.2%

195 Henderson UK Enhanced Equity Trust I Acc GBP

-12.2%

Total Return

Quarterly Performance

to 31/12/2015 Annual Q1 Q2 Q3 Q4
2015 6.7% 6.9% 2.2% -7.3% 5.4%
2014 6.0% 0.0% 5.4% -3.6% 4.3%
2013 44.1% 16.7% 1.3% 10.3% 10.5%
2012 19.6% 11.0% -3.1% 8.0% 3.0%
2011 -5.0% -0.7% 3.6% -13.2% 6.4%
2010 30.5% 8.1% -2.5% 13.2% 9.3%
2009 52.2% -0.6% 22.2% 17.6% 6.5%
2008 -42.4% -9.9% -2.8% -12.1% -25.2%
2007 -10.1% 1.9% 5.6% -8.5% -8.6%
2006 18.9% 7.4% -4.5% 6.3% 9.0%
2005 14.1% 5.5% 0.2% 5.5% 2.4%
2004 19.4% 7.4% 2.0% -2.5% 11.8%
2003 6.1%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date05/08/2003
  • Share Class size334Mn
  • Base currencyGBP
  • ISIN IE0033377494

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0

Charges

  • Annual management0.75%

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