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RWC Enhanced Income

Ranked 47 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Ian Lance

Ian Lance was born in Croydon, London in 1966. He attended Loughborough University where he gained a degree in economics with economic and social history. Ian started his career in 1989 with Sun Alliance before joining Legal and General in 1990. He moved to Gartmore in 1995 and after five years he joined Citigroup. Ian joined New Star in 2005, and two years later moved to Schroders. He currently works at RWC having joined in September 2010. Ian has been managing funds for well over 20 years. Outside of fund management he enjoys rugby and walking.

Nicholas Purves

Nicholas Purves describes his value-based investment style as ‘fundamentalist’. Appropriately for a geology graduate from Bristol University, Purves says he adopts a ‘bottom-up’ strategy on his funds, searching for investment opportunities wherever they occur. This contrasts with other managers who employ the ‘top-down’ technique of identifying attractive business sectors before selecting the best stocks in those areas. Purves started out at Schroders as an analyst before moving over to the fund management team. He currently works at RWC basing his investments on a strategy that seeks companies that are undervalued by the market despite having a strong franchise and a healthy balance sheet. Born in Cambridge in 1967, Purves is also a qualified chartered accountant.

John Teahan


To provide superior long term capital growth by investing primarily in a portfolio of UK companies. At least 67% of the Sub-Fund's total assets (excluding cash and cash equivalents) will be invested in equity and equity linked securities of UK companies that are listed on a global stock market. Equity exposure may be achieved through investment in shares, depository receipts, warrants and other participation rights and through investment in convertible securities, index and participation notes and equity linked notes.

Showing fund performance in United Kingdom View performance globally


UK Equity Income over : 30/11/2015 - 30/11/2016
  • Rank 47/110 Total Return
  • Rank 2/110 Standard Deviation
  • Rank 2/110 Max Drawdown
Fund Name Currency Return
45 AXA Framlington Monthly Income R Inc GBP


46 Rathbone Income Inc GBP


47 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged



48 Premier Monthly Income C Inc GBP


49 HL Multi-Manager Income & Growth Pfolio Trust Acc GBP


Fund Name Currency Risk
1 VT Odd Real Income GBP A Acc GBP


2 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged



3 Trojan Income O Acc GBP


4 Invesco Perpetual UK Strategic Income (No Trl) Inc GBP


5 Stonehage Fleming UK Equity Income GBP


Fund Name Currency Loss
1 VT Odd Real Income GBP A Acc GBP


2 RWC Enhanced Income B GBP

Currency exposure is hedged

Currency exposure is hedged



3 Jupiter Income Trust GBP


4 Stonehage Fleming UK Equity Income GBP


5 Fidelity MoneyBuilder Dividend GBP


Total Return

Quarterly Performance

to 30/09/2016 Annual Q1 Q2 Q3 Q4
2016 -0.2% 3.4% 3.1%
2015 0.8% 2.5% -2.8% -1.2% 2.4%
2014 3.0% 1.7% 0.9% -0.3% 0.6%
2013 12.6% 7.6% 0.7% 0.9% 3.1%
2012 11.1% 5.6% 0.9% 2.7% 1.6%
2011 -4.4% 0.7% 2.8% -12.0% 5.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Sweden
  3. United Kingdom

Fund Info

  • Launch date13/10/2010
  • Share Class size15Mn
  • Base currencyGBP
  • ISIN LU0542757652
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment0


  • Annual management0.80%

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