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NFU Mutual UK Equity Income B Inc

Ranked 67 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

To achieve increasing income with some capital growth by investing in the shares of a range of UK companies listed on the London Stock Exchange and operating in those market sectors forecast to generate stable and growing income.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/12/2016 - 31/12/2017

Total Return

Quarterly Performance

to 31/12/2017 Annual Q1 Q2 Q3 Q4
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 size18Mn
  • 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).