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NFU Mutual UK Equity Income B Inc

Ranked 49 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Adam Carroll

Adam Carroll works at NFU Mutual where he runs equity strategies with a defensive growth and value investment style. He studied mathematics at the University of Warwick and is a CFA Charterholder. Adam was born in St Asaph in Wales and is currently based in Stratford Upon Avon.

Objective

The objective of the Fund is to achieve income in excess of the FTSE All Share Index with some capital growth by investing primarily in shares of UK companies. The fund will invest primarily in shares of companies which are domiciled in the UK or which have a significant part of their activities in the UK but which are domiciled or quoted on a market outside the UK. The fund may also invest in other transferable securities, money market instruments, collective investment schemes, deposits, cash and near cash.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -6.6%
2017 8.8% 3.2% 1.4% 0.6% 3.4%
2016 11.3% -1.1% 2.2% 7.6% 2.3%
2015 5.5% 4.2% -1.0% -2.3% 4.7%
2014 -0.1% 0.4% 0.6% -1.8% 0.7%
2013 19.7% 8.9% -1.2% 6.7% 4.3%
2012 14.8% 6.5% -1.5% 5.2% 4.1%
2011 1.5% 1.1% 4.0% -10.7% 8.1%
2010 12.6% 4.2% -8.7% 11.0% 6.6%
2009 17.0% 4.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/06/2009
  • Share Class size17Mn
  • Base currencyGBP
  • ISIN GB00B4ML7R42

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment25

Charges

  • Annual management1.25%
  • Initial investment1.25

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