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Majedie UK Income A Inc

Ranked 3 out of 107 in - UK Equity Income over 12 months
All calculations are in GBP

Managed by

Yuri Khodjamirian

Yuri Khodjamirian is a fund manager and analyst with 6 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

To maintain an attractive yield, whilst outperforming the FTSE All-Share index over the long term

Performance

UK Equity Income over : 30/06/2014 - 30/06/2015

Total Return

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 7.4% -2.8%
2014 13.1% 1.2% 1.9% 1.9% 7.6%
2013 39.7% 13.3% 2.6% 8.8% 10.5%
2012 18.6% 4.1% -0.4% 9.6% 4.5%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

31/03/2015

Top 10 Holdings

Stock Size
Direct Line Insurance Group PLC ORD 4.41
easyJet plc ORD 4.34
Pearson PLC ORD 4.12
Rio Tinto PLC ORD 3.95
Tate & Lyle PLC ORD 3.92
Phoenix Group Holdings ORD 3.50
BHP Billiton PLC ORD 3.44
Friends Life Group Ltd ORD 3.33
Legal & General Group PLC ORD 3.22
Amlin PLC ORD 3.13
31/03/2015

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date19/12/2011
  • Share Class size04Mn
  • Base currencyGBP
  • ISIN GB00B7FRND86

Purchase Info

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

Charges

  • Annual management1.5%
  • 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).