Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

RWC Enhanced Income

Ranked 57 out of 109 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

Objective

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

Performance

UK Equity Income over : 30/04/2017 - 30/04/2018
  • Rank 57/109 Total Return
  • Rank 3/109 Standard Deviation
  • Rank 7/109 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.3%
2017 2.2% 1.7% -0.1% 0.3% 0.4%
2016 6.8% -0.4% 3.2% 2.9% 1.0%
2015 0.0% 2.3% -3.0% -1.4% 2.2%
2014 2.2% 1.5% 0.7% -0.5% 0.4%
2013 11.7% 7.4% 0.5% 0.7% 2.9%
2012 10.2% 5.4% 0.7% 2.5% 1.3%
2011 -5.2% 0.5% 2.6% -12.2% 4.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. Singapore
  3. Sweden
  4. United Kingdom

Fund Info

  • Launch date13/10/2010
  • Share Class size00Mn
  • Base currencyGBP
  • ISIN LU0542757579

Purchase Info

  • Min. initial investment25,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

Related News

HL equity income study: the top 10 credit crunch stars

A study from Hargreaves Lansdown shines a light on the top 10 equity income funds over the last 10 years.

SLI's Moore calls on Martin Gilbert to demand higher bid for Sky

Fund managers rail at low offer for broadcaster and argue not enough has been done to counter conflicts of interest.

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