Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Majedie UK Focus A Acc

Ranked 12 out of 260 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

James de Uphaugh

James de Uphaugh is Chairman and Chief Investment Officer of Majedie Asset Management. He is a fund manager and analyst with 25 years' investment experience in UK and international equity markets. James is responsible for co-managing both the UK Equity and UK Focus funds. He also leads Majedie's efforts in Responsible Capitalism. Before co-founding Majedie in 2002, James had been a Managing Director at Merrill Lynch Investment Managers (MLIM, now BlackRock), where he was also Chairman of the UK Investment Group and Alpha Team Leader. While at MLIM, he was responsible for managing institutional portfolios with combined UK equity assets of £1.4bn. James joined Mercury Asset Management (subsequently acquired by Merrill Lynch) in 1988. He holds a Master of Arts degree in Economics from Jesus College, Cambridge. He is an Associate Member of the CFA Society of the UK.

Christopher Field

Chris Field is an Executive Director of Majedie Asset Management. He is a fund manager and analyst with 27 years' investment experience in UK and international equity markets. Chris is responsible for co-managing both the UK Equity and UK Focus funds. Before co-founding Majedie in 2002, Chris had been a Director at Merrill Lynch Investment Managers (MLIM, now BlackRock), where he was also a member of the UK Investment Group. While at MLIM, he was responsible for managing institutional portfolios with combined UK equity assets of £1.7bn. Chris joined Rowan Investment Managers (a predecessor firm to Mercury Asset Management, subsequently acquired by Merrill Lynch) in 1980. He is an Associate Member of the CFA Society of the UK.

Chris Reid

Chris Reid is a fund manager and analyst with 15 years' investment experience in UK and international equity markets. Chris is responsible for lead managing the UK Income Fund and for co-managing the UK Focus Fund. Before joining Majedie in 2008, Chris had been a Director at Deutsche Bank, where he was a Pan European Travel & Leisure Analyst. Until 2005 he had been Transport Analyst at Credit Suisse. Prior to that, he was a consultant at PA Consulting Group having joined them in 1995. He holds a Master of Science degree in Natural Sciences from Downing College, Cambridge, where he also completed the Cambridge Advanced Course in Design, Manufacturing and Management. He is SFA qualified and holds an MBA with Distinction from London Business School, in addition to the ACCA Certified Diploma in Accounting & Finance.

Matthew Smith

Matthew Smith is a fund manager and analyst with 19 years' investment experience in UK and international equity markets. Matthew is responsible for lead managing the Tortoise Fund and co-managing both the UK Equity and UK Focus funds. Before joining Majedie in 2006, Matthew had been a Director at Deutsche Bank, where he was Pan European Support Services Analyst. Until 2004 he had been a Director and Transport Analyst at Credit Suisse. Prior to that, he was a fund manager and analyst at NPI, where he managed the NPI UK Extra Income Unit Trust. Matthew joined NPI in 1994. He holds a Bachelor of Science degree in Geophysics from the University of Southampton. He is SFA qualified and an Associate Member of the CFA Society of the UK.

Objective

The Fund aims to maximise total return and to outperform the FTSE All-Share Index over the long term through a concentrated portfolio of UK equities.

Performance

UK (All Companies) over : 30/11/2013 - 30/11/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 1.5% 2.7% -1.1%
2013 33.9% 11.2% 2.6% 9.4% 7.3%
2012 18.2% 8.1% -6.2% 8.7% 7.3%
2011 -2.5% 1.0% 1.0% -10.3% 6.5%
2010 11.1% 5.1% -12.0% 11.8% 7.5%
2009 40.8% -2.1% 14.3% 21.1% 3.9%
2008 -24.1% -8.9% -2.7% -10.6% -4.3%
2007 10.6% 3.9% 4.6% -1.5% 3.3%
2006 19.5% 9.3% -3.8% 6.2% 7.1%
2005 31.6% 3.7% 3.7% 10.3% 11.0%
2004 9.5% 2.6% 0.6% 1.3% 4.6%
2003 8.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/09/2014

Top 10 Holdings

Stock Size
Vodafone Group PLC ORD 5.34
GlaxoSmithKline PLC ORD 5.13
Marks and Spencer Group PLC ORD 5.12
AstraZeneca PLC ORD 4.83
BAE Systems PLC ORD 4.75
BP PLC ORD 4.59
Royal Dutch Shell Plc B ORD 3.65
Aviva PLC ORD 3.56
Orange SA ORD 3.33
Goldman Sachs Liquid Reserves Fund 3.25
30/09/2014

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/09/2003
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB0033547265

Purchase Info

  • Min. initial investment10,000
  • Min. additional investment5,000

Charges

  • Annual management2.0%
  • Initial investment0

Related News

Majedie Asset Management shakes-up UK equity team

The Investment boutique has reassigned roles and promoted two analysts to co-manager positions.  

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