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Omnis UK Equity Income A Acc

Ranked 22 out of 110 in - UK Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Martin Cholwill

Martin Cholwill joined Royal London Asset Management in February 2005 to focus solely on managing the RL UK Equity Income Fund. Cholwill began his fund management career in 1983, spending 21 years working for AXA Investment Managers, managing a wide variety of UK equity mandates. In 1996 he took over managing AXA’s UK Equity Income Fund, which he ran successfully until joining RLAM in 2005. Cholwill has a degree in mathematics from Durham University.

Objective

The Fund aims to provide income of 110% of that of the FTSE All Share Index and provide some capital growth over a rolling three year period. The Fund intends to invest at least 80% in UK companies, defined as those which are domiciled, incorporated or have a significant exposure to the UK. The Fund may also invest in other transferable securities. No more than 10% of the Scheme Property of the Fund will be invested in other collective investment schemes.

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 9.9%
2018 -10.3% -6.4% 8.5% -0.9% -11.0%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date05/12/2017
  • Share Class size97Mn
  • Base currencyGBP
  • ISIN GB00BZ7MQ611

Purchase Info

  • Min. initial investment10Mn

Charges

  • Annual management0.65%
  • 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).