RWC Income Opportunities B GBP Dis

Ranked 83 out of 86 in - Global Equity Income over 36 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.


To provide an income and capital return to investors by investing primarily in global equity securities. The Sub-Fund will primarily invest its assets (excluding cash and cash equivalents) in equity and equity linked securities of companies that are listed on a global stock market. The Sub-Fund may also invest and gain exposure to fixed income instruments, including emerging market and sub-investment grade debt, and convertible securities.

Showing fund performance in United Kingdom View performance globally


Global Equity Income over : 30/04/2016 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 3.0%
2018 3.8% -2.6% 11.0% 2.4% -6.2%
2017 3.0% 1.4% -0.5% 0.7% 1.4%
2016 13.7% 0.2% 6.9% 3.5% 2.6%
2015 1.9% 4.0% -3.5% -2.4% 4.0%
2014 5.2% 3.2% 1.6% -0.4% 0.8%
2013 19.1% 10.3% 1.0% 2.7% 4.0%
2012 9.1% 4.6% 2.0% 3.2% -1.0%
2011 -1.8% 1.6% 2.9% -11.0% 5.6%
2010 -3.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Luxembourg
  2. United Kingdom

Fund Info

  • Launch date30/09/2010
  • Share Class size36Mn
  • Base currencyGBP
  • ISIN LU0539373141

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).