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Majedie UK Income X Inc

Ranked 33 out of 109 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Yuri Khodjamirian

Yuri Khodjamirian is a fund manager and analyst with 7 years investment experience in UK and international equity markets at Majedie Asset Management. Yuri is responsible for co-managing the UK Income Fund, Global Equity Fund and Global Focus Fund, having previously been an equity analyst. Yuri holds a Master of Arts degree in Economics from St Catharine’s College, Cambridge and a Master of Science degree in Economics and Political Science with distinction from the London School of Economics. He is a CFA charterholder.

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.

Objective

The Fund aims to maintain an attractive yield, whilst outperforming the FTSE AllShare index over the long term, by holding a high conviction portfolio of equity investments. At least 80% of the Fund will be invested in UK equities, with the balance in international equities, cash or near cash. No more than 10% of the scheme property may be invested in other collective investment schemes.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 3.0% 2.6% 1.6%
2016 6.6% -1.2% -5.7% 8.7% 5.3%
2015 5.7% 9.9% -2.6% -1.9% 0.7%
2014 11.6% 1.4% 2.1% 2.1% 5.6%
2013 40.7% 13.4% 2.8% 9.0% 10.7%
2012 18.9% 4.1% -0.4% 9.6% 4.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/09/2012
  • Share Class size825Mn
  • Base currencyGBP
  • ISIN GB00B7XCNP79

Purchase Info

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

Charges

  • Annual management0.75%
  • Initial investment0

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...more...

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