Investec UK Equity Income I Acc

Name
Investec UK Equity Income I Acc
Manager
Investec Fund Managers Ltd
Type
Open Ended Investment Company
ISIN
GB00BV9G3J51
Sector
UK All Companies
Launched
27/02/2015
OCF
0.84 %
Risk Rating
3
3 Year Sharpe
0.91
3 Year Alpha
1.36
Yield
2.2 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to provide income with the opportunity for capital growth primarily through investment in equities issued by UK companies.
Holding %
Unilever PLC 7.88 %
Diageo PLC 6.99 %
RELX PLC 5.23 %
Sage Group (The) PLC 4.81 %
Reckitt Benckiser Group PLC 4.48 %
GlaxoSmithKline PLC 3.98 %
AJ Bell PLC 3.91 %
Compass Group PLC 3.85 %
British American Tobacco PLC 3.65 %
KONE Oyj Class B 2.95 %
Region %
United Kingdom 86.83 %
United States 7.12 %
Sector %
Consumer Defensive 35.71 %
Consumer Cyclical 18.12 %
Technology 14.49 %
Financial Services 11.12 %
Healthcare 9.85 %
Industrials 7.27 %
Name
Investec Fund Managers Ltd
Address
EC2V 5HA, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Blake Hutchins
Joined 01/29/2015

Blake is a portfolio manager at Investec Asset Management. He is responsible for managing UK Equity Funds within Investec’s Quality capability. He is manager of the UK Equity Income Fund and backup portfolio manager on the UK Alpha Fund. Blake is based in the firm’s London office. Prior to joining the firm, Blake worked for Threadneedle where he was responsible for retail and institutional assets. He has been managing funds for over 4 years having started his career with Aviva Investors in 2007. Blake graduated from the University of Edinburgh with a MA Honours degree in Economics and Politics. In addition, Blake holds the Investment Management Certificate (IMC) and is a CFA Charterholder.

Data provided by Morningstar.

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