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F&C Stewardship Income

Ranked 78 out of 105 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Catherine Stanley

Born in 1970, Catherine Stanley attended St Albans High School for Girls before studying Geography at Oriel College Oxford. Following a 10 year stint with Framlington Asset Management, Catherine joined F&C Asset Management in 2000 where she has responsibility for the UK Dynamic and UK Smaller Companies funds. Catherine describes her investment style as being focussed on selecting quality growth stocks and when away from work her recreational interests include the theatre, music and art.

Objective

Investment is concentrated in UK companies whose products and operations are considered to be of long-term benefit to the community both at home and abroad, and will generally exclude those considered to be involved with harmful products and practices or which trade extensively with oppressive regimes. Securities are chosen with the aim of achieving an above average and increasing income with the prospect of capital growth.

Performance

UK Equity Income over : 31/08/2013 - 31/08/2014

Total Return

Quarterly Performance

to 29/08/2014 Annual Q1 Q2 Q3 Q4
2014 2.4% 0.5% -0.6% 2.5%
2013 24.1% 10.3% -0.1% 5.8% 6.4%
2012 18.3% 8.7% -1.1% 6.8% 3.0%
2011 -2.2% 2.8% 1.0% -9.1% 3.6%
2010 18.9% 6.0% -3.4% 10.0% 5.6%
2009 20.6% -9.0% 11.5% 17.9% 0.7%
2008 -36.5% -9.8% -7.1% -11.0% -14.8%
2007 -2.6% 2.7% 2.2% -4.1% -3.3%
2006 25.6% 8.4% -4.1% 8.4% 11.4%
2005 15.2% 4.2% 2.5% 3.6% 4.1%
2004 19.6% 5.5% 2.9% 2.1% 8.0%
2003 26.7% -3.2% 14.7% 7.4% 6.2%
2002 -8.0% 5.0% -4.5% -9.5% 1.2%
2001 -1.3% -2.8% 4.0% -11.3% 10.2%
2000 6.8% -0.1% 0.3% 2.1% 4.5%
1999 16.3% 5.1% 7.8% -2.6% 5.2%
1998 9.8% 11.1% 1.5% -7.6% 5.3%
1997 3.8% 3.4% -4.4% 3.9% 1.1%
1996 13.1% 6.5% 7.5% -2.0% 0.8%
1995 2.8% 1.1% 1.7%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

28/02/2013

Top 10 Holdings

Stock Size
HSBC Holdings PLC ORD 6.91
Vodafone Group PLC ORD 5.60
GlaxoSmithKline PLC ORD 3.52
BG Group PLC ORD 2.99
BHP Billiton PLC ORD 2.44
SSE PLC ORD 2.34
Galliford Try PLC ORD 2.19
Standard Chartered PLC ORD 2.12
National Grid PLC ORD 2.10
Legal & General Group PLC ORD 1.88
28/02/2013

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/10/1987
  • Share Class size68Mn
  • Base currencyGBP
  • ISIN GB0030835697

Purchase Info

  • Min. initial investment100,000
  • Min. additional investment5,000

Charges

  • Annual management1.5%
  • Initial investment5

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