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 Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock), where he was also chairman of the UK Investment Group and Alpha Team Leader. While at Mercury, 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 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.
Matthew Smith is a fund manager and analyst with 22 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 is a fund manager and analyst at Majedie Asset Management with 17 years' investment experience in UK and international equity markets from 1999. Richard is responsible for managing the UK Smaller Companies Fund and the smaller companies element of the UK Equity Fund. Before joining Majedie in 2013, Richard was a founding partner of River & Mercantile Asset Management, where he managed the UK Smaller Companies and UK Income funds and was head of research. Until 2006, he was a fund manager and subsequently head of UK small companies at Société Générale Asset Management. Prior to that, he was an assistant fund manager at hedge fund boutique Bradshaw Asset Management. Richard qualified as a chartered accountant at Coopers & Lybrand/PwC, which he joined in 1996. He holds a Bachelor of Arts degree in Politics from the University of Newcastle. He is a CFA charter holder.
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, with at least 80% of the Fund invested in UK equities.
Rank 16/252 Total Return
Rank 105/252 Standard Deviation
Rank 110/252 Max Drawdown
|14||JOHCM UK Dynamic B Acc||GBP||
|15||Dimensional UK Value Acc||GBP||
|16||Majedie UK Equity A Acc||GBP||
|17||7IM UK Equity Value C Inc||GBP||
|18||Allianz UK Growth A Acc||GBP||
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|103||Kames UK Equity Acc B||GBP||
|104||Investec UK Alpha A Acc Net||GBP||
|105||Jupiter Growth & Income||GBP||
|105||Majedie UK Equity A Acc||GBP||
|107||Threadneedle UK Net Inc GBP||GBP||
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Month by Month Performance
Returns Vs Risk
Top 10 Holdings
|Royal Dutch Shell Plc B ORD||7.13|
|BP PLC ORD||6.74|
|HSBC Holdings PLC ORD||6.11|
|Vodafone Group PLC ORD||4.91|
|GlaxoSmithKline PLC ORD||3.39|
|Tesco PLC ORD||3.14|
|Anglo American PLC ORD||3.03|
|Barclays PLC ORD||3.02|
|Rentokil Initial PLC ORD||2.82|
|Orange SA ORD||2.72|
- United Kingdom
- Launch date27/03/2003
- Share Class size54Mn
- Base currencyGBP
- Min. initial investment10,000
- Min. regular additional investment5,000
- Annual management1.50%
- Initial investment0