Quilter Investors UK Equity Income U2 GBP Acc

Ranked 223 out of 263 in - UK (All Companies) over 3 months
All calculations are in GBP unless stated

Managed by

Ed Meier

Ed Meier joined Old Mutual Global Investors in 2013 and is a fund manager. He joined from Schroders Investment Management where he had been an equity analyst and fund manager since 2006. Prior to joining Schroders, he was a fund manager for BAE Systems Pension Fund from 2002. Ed’s investment career commenced at Fletcher Advisory in 2000 where he was a technology/strategic consultant. He is a CFA charterholder and holds an MA in classics from the University of Oxford.

Objective

The Fund aims to achieve a combination of income and capital growth. The Fund primarily invests, directly or indirectly, in shares of UK companies. The Fund may also invest in other transferable securities, collective investment schemes (including those managed or operated by the Manager) warrants, money market instruments, deposits, cash and derivatives.

Showing fund performance in United Kingdom View performance globally

Performance

UK (All Companies) over : 28/02/2019 - 31/05/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 10.8%
2018 -2.2% -12.3%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date04/06/2018
  • Share Class size123Mn
  • Base currencyGBP
  • ISIN GB00BFWK8B99

Purchase Info

  • Min. initial investment250Mn

Charges

  • Initial investment5.00%

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