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GAM UK Equity Income Inst GBP Semi Annual Dist

Ranked 47 out of 255 in - UK (All Companies) over 12 months
All calculations are in GBP unless stated

Managed by

Adrian Gosden

Adrian Gosden joined Artemis from SG Asset Management in October 2003 and co-managed the Artemis Income and Artemis High Income funds alongside Adrian Frost. He left the group in June 2016. Prior to joining Artemis, Gosden managed a number of accounts for institutional clients and co-managed the retail SocGen UK Income fund with Nicola Horlick. He joined SG Asset Management after spells with Andersen Consulting and Robert Fleming. Born in Horsham, Sussex, in 1970, he gained a first class degree in Chemistry from St Hugh's College, Oxford.

Chris Morrisson

Objective

The primary objective of the Fund is to provide income generation through investments primarily in UK equities. The Fund seeks to achieve this objective through investing at least two third of its assets in ordinary shares and preference shares without restrictions either by company, size or industry.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/03/2018 - 31/03/2019
  • Rank 47/255 Total Return
  • Rank 62/255 Standard Deviation
  • Rank 40/255 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.3%
2018 -8.5% -7.8% 10.9% -0.1% -10.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date27/10/2017
  • Base currencyGBP
  • ISIN GB00BD814M52

Purchase Info

  • Min. initial investment12Mn

Charges

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