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Majedie UK Focus A Acc

Ranked 137 out of 256 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

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 27 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 29 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 17 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 21 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 investment in a concentrated portfolio, with at least 80% of the Fund invested in UK equities.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 30/04/2015 - 30/04/2016
  • Rank 137/256 Total Return
  • Rank 124/256 Standard Deviation
  • Rank 210/256 Max Drawdown
Fund Name Currency Loss
208 Omnis UK Equity A GBP

-14.9%

208 M&G UK Select A Acc GBP

-14.9%

210 Majedie UK Focus A Acc GBP

-15.0%

210 Old Mutual UK Alpha R Acc GBP

-15.0%

212 Stonehage Fleming Core UK Equity GBP

-15.1%

Total Return

Quarterly Performance

to 31/03/2016 Annual Q1 Q2 Q3 Q4
2016 0.3%
2015 0.3% 6.8% 0.6% -6.1% -0.5%
2014 7.5% 1.5% 2.6% -1.0% 4.3%
2013 34.0% 11.3% 2.6% 9.4% 7.3%
2012 18.1% 8.1% -6.2% 8.7% 7.2%
2011 -2.5% 1.1% 0.9% -10.2% 6.5%
2010 11.2% 5.1% -12.0% 11.8% 7.5%
2009 40.9% -1.9% 14.3% 21.1% 3.8%
2008 -24.2% -8.8% -2.9% -10.4% -4.4%
2007 10.5% 3.9% 4.5% -1.4% 3.3%
2006 19.5% 9.3% -3.9% 6.3% 7.1%
2005 31.7% 3.7% 3.6% 10.4% 11.0%
2004 9.4% 2.6% 0.6% 1.3% 4.6%
2003 8.0%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

29/02/2016

Top 10 Holdings

Stock Size
BP PLC ORD 6.51
HSBC Holdings PLC ORD 6.22
Orange SA ORD 4.53
Tesco PLC ORD 3.77
Royal Bank of Scotland Group PLC ORD 3.76
Royal Dutch Shell Plc B ORD 3.57
Barclays PLC ORD 3.53
Vodafone Group PLC ORD 3.44
Anglo American PLC ORD 3.39
Rentokil Initial PLC ORD 3.28
29/02/2016

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date29/09/2003
  • Share Class size03Mn
  • Base currencyGBP
  • ISIN GB0033547265

Purchase Info

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

Charges

  • Annual management2.00%
  • 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 the currency and currencies indicated).