SJPI UK Income Acc GBP

Ranked 98 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Christopher Field

Chris Field is an executive director of Majedie Asset Management. He is a fund manager and analyst with 31 years' investment experience in UK and international equity markets. Field is responsible for co-managing both the UK Equity and UK Focus funds. Before co-founding Majedie in 2002, Field had been a director at Mercury Asset Management (subsequently acquired by Merrill Lynch, now BlackRock). While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.7 billion. Field joined Rowan Investment Managers (a predecessor firm to Mercury Asset Management) in 1980. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

Objective

The fund aims to achieve a combination of an above average level of income with the potential for capital growth over the medium to long-term. To achieve this the fund invests in UK equities, however it may also invest into the securities of companies not exposed to the UK.

Showing fund performance in United Kingdom View performance globally

Performance

UK Equity Income over : 30/04/2018 - 30/04/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 8.7%
2018 -10.5% -5.7% 11.3% -2.9% -12.2%
2017 6.4% 2.6% 2.4% 0.7% 0.6%
2016 3.1% -2.2% -6.2% 7.2% 4.9%
2015 3.0% 8.1% -2.2% -3.0% 0.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date10/11/2014
  • Share Class size32Mn
  • Base currencyGBX

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment100,000

Charges

  • Annual management2.28%
  • Initial investment0.00%

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