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F&C UK Equity Income

Ranked 67 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

David Moss

Originally from Exeter, David Moss graduated from Loughborough University where he studied economics and is a member of the CFA Society of the UK. He is currently head of European equities at F&C Investments based in London and manages the F&C European Equity Fund using long only and fundamental investment styles. Outside of work David enjoys skiing, soccer, rugby, golf and music.

Objective

The Fund aims to provide a yield significantly higher than that offered by the major UK equity indices with some long term capital growth. We will achieve this higher income by investing in equities with an above average yield rather than investing in fixed interest securities. The ACD may invest up to 10% of the portfolio overseas.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/03/2017 - 31/03/2018
  • Rank 67/109 Total Return
  • Rank 52/109 Standard Deviation
  • Rank 41/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -5.9%
2017 9.8% 4.8% 1.1% -0.7% 4.2%
2016 13.2% -0.3% 2.8% 9.3% 1.1%
2015 2.7% 3.2% -0.5% -4.4% 4.5%
2014 0.7% -0.6% 1.6% -0.6% 0.2%
2013 14.7% 9.8% -2.6% 3.1% 4.0%
2012 12.4% 6.8% -3.4% 5.5% 3.3%
2011 -3.3% 1.5% 1.4% -11.3% 5.9%
2010 16.3% 4.7% -9.6% 11.5% 10.2%
2009 20.3% -13.0% 12.4% 18.6% 3.7%
2008 -27.6% -10.1% -1.8% -10.0% -8.9%
2007 3.9% 1.6% 2.2% -2.8% 3.0%
2006 15.3% 8.7% -1.3% 2.9% 4.5%
2005 17.5% 2.7% 4.8% 5.1% 3.9%
2004 12.2% -0.1% 3.6% 1.2% 7.1%
2003 17.0% -6.1% 13.3% 2.3% 7.6%
2002 -20.5% 4.6% -7.7% -17.7% 0.1%
2001 -8.4% -6.0% 3.7% -11.7% 6.5%
2000 1.4% -6.0% 3.9% 0.4% 3.3%
1999 14.4% 6.7% 3.3% -5.6% 10.0%
1998 13.7% 14.6% 0.6% -10.9% 10.6%
1997 26.4% 5.3% 4.2% 10.4% 4.4%
1996 13.6% 3.2% 1.5% 5.7% 2.7%
1995 17.0% 3.0% 3.4% 5.5% 4.2%
1994 -11.0% -8.2% -7.2% 3.7% 0.8%
1993 30.5% 6.4% 2.9% 7.4% 11.0%
1992 21.1% -0.1% 7.5% -2.2% 15.3%
1991 9.0% 14.8% -1.4% 6.5% -9.6%
1990 -11.8% -6.9% 6.0% -18.2% 9.2%
1989 27.1% 13.3% 2.6% 4.5% 4.6%
1988 13.4% 4.6% 7.1% 2.2% -0.9%
1987 20.1% 24.6% 13.2% 10.3% -22.8%
1986 37.6% 25.0% 4.9% -1.6% 6.8%
1985 22.8% 8.5% -4.1% 8.7% 8.6%
1984 41.3% 20.3% -8.2% 12.4% 13.8%
1983 52.3% 23.9% 10.4% 4.3% 6.9%
1982 27.6% 17.6% -5.1% 11.6% 2.4%
1981 25.7% 19.3% 0.8% -5.8% 10.9%
1980 29.8% 12.4% 5.9% 16.3% -6.2%
1979 2.5% 20.1% -4.6% 1.3% -11.7%
1978 20.8% 4.1% 3.8% 16.7% -4.2%
1977 72.0% 29.9% 9.3% 21.9% -0.7%
1976 -2.5% 15.5% -10.7% -1.8% -3.7%
1975 146.6% 74.1% 8.1% 17.1% 12.0%
1974 -37.9% -0.7% -9.5% -19.9% -13.8%
1973 -28.8% -7.6% 2.6% -7.5% -18.8%
1972 19.6% 16.4% -4.3% 0.8% 6.5%
1971 45.4% 3.3% 10.8% 15.7% 9.7%
1970 5.5% 3.4% -9.5% 12.3% 0.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date05/11/1968
  • Share Class size28Mn
  • Base currencyGBP
  • ISIN GB0033146019

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment50

Charges

  • Annual management1.50%
  • Initial investment1.5

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