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Stonehage Fleming UK Equity Income

Ranked 16 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 achieve a balanced return of income & capital growth through investment primarily in UK securities in any economic sector. The fund aims to outperform the UK FTSE 350 index.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2017 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -2.9%
2017 6.2% 2.5% 0.9% 1.2% 1.5%
2016 13.2% 1.1% 5.2% 4.6% 1.8%
2015 2.2% 4.2% -3.6% -2.3% 4.1%
2014 4.7% 1.4% 2.0% 0.0% 1.2%
2013 18.2% 9.1% 1.1% 2.6% 4.5%
2012 15.0% 5.9% 1.6% 3.9% 3.0%
2011 -2.2% 1.7% 2.5% -11.7% 6.2%
2010 8.8% 7.7% -10.2% 13.8% -1.2%
2009 35.4% -7.5% 16.9% 26.9% -1.3%
2008 -22.1% -11.1% -1.5% -4.6% -6.7%
2007 -1.0% 0.9% 4.2% -3.7% -2.2%
2006 14.6% 7.7% -4.7% 4.6% 6.8%
2005 17.9% 2.6% 3.5% 7.9% 2.8%
2004 13.3% 2.5% 0.5% 2.0% 7.9%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date01/10/2003
  • Share Class size01Mn
  • Base currencyGBP
  • ISIN GB0033630236

Purchase Info

  • Min. initial investment50,000
  • Min. regular additional investment0

Charges

  • Annual management1.50%
  • Initial investment1.5

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