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.
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.
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.
Richard Staveley qualified as a Chartered Accountant with PriceWaterhouseCoopers in 1999, before joining the hedge fund boutique Bradshaw Asset Management as an assistant fund manager. In 2001 he moved to SGAM and became head of UK small company investments in 2002. Richard joined River and Mercantile in August 2006 as a founding partner and research director. He then joined Majedie in 2013 where he is responsible for co-managing the smaller companies element of the Majedie UK Equity Fund. He holds a Chartered Financial Analyst designation and enjoys rugby and music outside of fund management.
The Fund aims to produce a total return in excess of the FTSE All Share Index over the long term through investment in a diversified portfolio of UK equities.
Rank 72/261 Total Return
Rank 14/261 Standard Deviation
Rank 38/261 Max Drawdown
|70||TM Cartesian UK Opportunities A Acc||
|70||Royal London UK Growth A||
|72||Majedie UK Equity B Acc||
|73||Barclays UK Lower Cap A Dist||
|74||Threadneedle (Lux)-UK Equities AG||
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|12||Allianz UK Unconstrained A||
|13||Schroder MM UK Growth A Acc||
|14||Majedie UK Equity B Acc||
|15||CBF Church of England Investment Inc||
|15||CF Miton UK Value Opportunities Ret A Acc||
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Month by Month Performance
Returns Vs Risk
- United Kingdom
- Launch date28/03/2003
- Share Class size753Mn
- Base currencyGBP
- Min. initial investment100,000
- Min. additional investment5,000
- Annual management0.0%
- Initial investment0