Majedie UK Equity X Acc

Ranked 139 out of 234 in - UK (All Companies) over 36 months
All calculations are in GBP unless stated

Managed by

James de Uphaugh

James de Uphaugh is chairman and chief investment officer of Majedie Asset Management. He is a fund manager and analyst with 30 years' investment experience in UK and international equity markets. He is responsible for co-managing both the UK Equity and UK Focus funds. Before co-founding Majedie in 2002, de Uphaugh had been a managing 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 £1.4 billion. He joined Mercury Asset Management in 1988. He holds an MA in economics from Jesus College, Cambridge. He holds the ASIP qualification and is an Associate Member of the CFA Society of the UK.

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.

Matthew Smith

Matthew Smith is a fund manager and analyst with 24 years' investment experience in UK and international equity markets at Majedie Asset Management. He is responsible for lead managing the Tortoise fund and co-managing both the UK Equity and UK Focus funds. Before joining Majedie in 2006, Smith had been a director at Deutsche Bank, where he was Pan European Support Services Analyst. Until 2004 he was a director and transport analyst at Credit Suisse. Prior to that, he was a fund manager and analyst at NPI, where he managed the NPI UK Extra Income Unit Trust. Smith joined NPI in 1994. He holds a BS in geophysics from the University of Southampton.

Richard Staveley

Richard Staveley is a fund manager and analyst with 19 years’ investment experience in UK and international equity markets. Staveley is responsible for managing the UK Smaller Companies fund and the smaller companies element of the UK Equity fund. Before joining Majedie in 2013, Staveley was a founding Partner of River & Mercantile Asset Management, where he managed the UK Smaller Companies and UK Income funds and was head of research. Until 2006, he was a fund manager and subsequently head of UK Small Companies at Société Générale Asset Management. Prior to that, he was an assistant fund manager at hedge fund boutique Bradshaw Asset Management. Staveley qualified as a Chartered Accountant at Coopers & Lybrand/PwC, which he joined in 1996. He holds a BA in politics from the University of Newcastle. He is a CFA charter holder.

Objective

The Fund aims to produce a total return in excess of the FTSE All Share Index over the long term through investment in a diversified portfolio, with at least 80% of the Fund invested in UK equities.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 31/05/2016 - 31/05/2019
  • Rank 139/234 Total Return
  • Rank 91/234 Standard Deviation
  • Rank 80/234 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 6.7%
2018 -9.6% -6.2% 11.0% -2.7% -10.7%
2017 6.2% 2.7% 0.0% 1.7% 1.6%
2016 21.4% -0.7% 1.8% 10.5% 8.6%
2015 0.0% 6.4% 0.4% -7.6% 1.3%
2014 2.9% 2.5% 0.3% -1.1% 1.2%
2013 29.6% 10.2% 2.3% 8.1% 6.4%
2012 16.9% 6.6% -4.0% 7.0% 6.8%
2011 0.2% 1.5% 1.4% -9.1% 7.0%
2010 12.7% 5.7% -11.5% 11.6% 8.0%
2009 31.9% -8.5% 13.6% 21.1% 4.8%
2008 -20.1% -10.3% 1.3% -10.0% -2.2%
2007 11.2% 2.6% 5.9% 0.0% 2.4%
2006 17.6% 10.3% -3.3% 4.0% 6.0%
2005 23.3% 4.3% 3.4% 8.7% 5.2%
2004 14.4% 2.9% 1.3% 3.7% 5.8%
2003 18.8% 8.9% 9.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date13/09/2012
  • Share Class size1,259Mn
  • Base currencyGBP
  • ISIN GB00B88NK732

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment5,000

Charges

  • Annual management0.75%
  • Initial investment0.00%

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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).