LF Gresham House UK Multi Cap Inc F Sterling Acc
Managed by
Brendan Gulston
Brendan Gulston joined Livingbridge in June 2015. He previously spent four and a half years at Canaccord Genuity working in corporate finance, specialising in the telecoms and technology sectors, advising a range of smaller companies on IPOs, fundraisings and M&A activity. Gulston has a bachelor of commerce degree from The University of Melbourne.
Ken Wotton
Ken Wotton joined Livingbridge in 2007 and is the lead fund manager of equity funds. He leads all new investment and portfolio management activities for Livingbridge in the public markets and spends significant amounts of his time meeting with the management teams of existing and prospective investee companies. Wotton graduated from Brasenose College at Oxford University, qualified as a chartered accountant at KPMG and then spent seven years as an equity research analyst at Commerzbank and Evolution Securities. As an analyst he focused on the telecoms and technology sectors and covered a range of large-cap and small-cap companies, as well as gaining significant experience of AIM market fundraisings.
Objective
To deliver a return of income with a potential for capital growth
Performance
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Rank 22/111 Total Return
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Rank 33/111 Standard Deviation
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Rank 18/111 Max Drawdown
| Fund Name | Currency | Return | |
|---|---|---|---|
| 20 | Royal London UK Equity Income A Inc | GBP | 5.4% |
| 21 | Rathbone Income Inc | GBP | 5.3% |
| 22 | LF Gresham House UK Multi Cap Inc F Sterling Acc | GBP | 5.3% |
| 23 | Omnis UK Equity Income A Acc | GBP | 5.3% |
| 24 | St James's Place Equity Income L Acc | GBP | 5.2% |
| View full league table | |||
| Fund Name | Currency | Risk | |
|---|---|---|---|
| 31 | St James's Place Equity Income L Acc | GBP | 11.3 |
| 32 | Invesco High Income (UK) Inc | GBP | 11.4 |
| 33 | LF Gresham House UK Multi Cap Inc F Sterling Acc | GBP | 11.5 |
| 34 | MI Select Managers UK Equity Income Instl Inc | GBP | 11.5 |
| 35 | Invesco Income & Growth (UK) Inc | GBP | 11.5 |
| View full league table | |||
| Fund Name | Currency | Loss | |
|---|---|---|---|
| 16 | Unicorn UK Ethical Income B Acc | GBP | -10.3% |
| 17 | Fidelity Enhanced Income A Inc | GBP | -10.6% |
| 18 | LF Gresham House UK Multi Cap Inc F Sterling Acc | GBP | -10.7% |
| 19 | Castlefield B.E.S.T Sustainable Income General Inc | GBP | -10.8% |
| 20 | St James's Place Equity Income L Acc | GBP | -10.9% |
| View full league table | |||
Total Return
Quarterly Performance
| to 31/03/2019 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2019 | 6.7% | ||||
| 2018 | -2.2% | -0.8% | 10.4% | -0.3% | -10.4% |
| 2017 | 4.5% | 4.5% |
Month by Month Performance
Returns Vs Risk
Registered For Sale In
- United Kingdom
Fund Info
- Launch date30/06/2017
- Share Class size36Mn
- Base currencyGBP
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ISIN GB00BYXVGQ51
Purchase Info
- Min. initial investment100,000
- Min. regular additional investment1,000
Charges
- Annual management0.60%
- Initial investment2.50%