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Majedie UK Equity B Acc

Ranked 40 out of 262 in - UK (All Companies) over 12 months
All calculations are in GBP

Managed by

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.

Richard Staveley

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.

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.

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 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.

Performance

UK (All Companies) over : 30/09/2013 - 30/09/2014

Total Return

Quarterly Performance

to 30/09/2014 Annual Q1 Q2 Q3 Q4
2014 2.3% 2.7% 0.7% -1.1%
2013 30.6% 10.3% 2.4% 8.4% 6.6%
2012 18.6% 6.9% -3.8% 7.6% 7.2%
2011 1.1% 1.7% 1.9% -9.0% 7.2%
2010 14.0% 5.8% -11.3% 12.0% 8.4%
2009 33.2% -8.4% 14.1% 21.2% 5.3%
2008 -19.2% -10.2% 1.6% -9.9% -1.8%
2007 12.3% 2.8% 6.3% 0.0% 2.7%
2006 18.7% 10.6% -2.9% 4.1% 6.2%
2005 24.3% 4.4% 3.8% 8.8% 5.4%
2004 16.0% 3.5% 1.7% 3.9% 6.2%
2003 43.9% 20.3% 9.0% 9.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date28/03/2003
  • Share Class size759Mn
  • Base currencyGBP
  • ISIN GB0032730698

Purchase Info

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

Charges

  • Annual management0.0%
  • Initial investment0

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