LF Majedie UK Equity Fund - Class X Accumulation

Name
LF Majedie UK Equity Fund - Class X Accumulation
Manager
Link Fund Solutions Limited
Type
Open Ended Investment Company
ISIN
GB00B88NK732
Sector
UK All Companies
Launched
13/09/2012
OCF
0.65 %
Risk Rating
2
3 Year Sharpe
-0.51
3 Year Alpha
-3.73
Yield
4.5 %
Benchmark
FTSE AllSh TR GBP
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 of predominantly UK equities. “Total return” means the combined return of capital and income and a consistently positive return is not guaranteed.
Holding %
BP PLC 4.89 %
Tesco PLC 4.89 %
Royal Dutch Shell PLC B 4.15 %
GlaxoSmithKline PLC 3.82 %
BAE Systems PLC 3.05 %
Electrocomponents PLC 2.91 %
Mondi PLC 2.82 %
Barrick Gold Corp 2.70 %
Legal & General Group PLC 2.54 %
Associated British Foods PLC 2.37 %
Region %
United Kingdom 87.38 %
Sector %
Industrials 21.30 %
Financial Services 13.45 %
Consumer Defensive 12.96 %
Basic materials 11.12 %
Energy 10.41 %
Healthcare 8.43 %
Communication Services 8.38 %
Consumer Cyclical 8.20 %
Name
Link Fund Solutions Limited
Address
EC2V 7NQ, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

John King
Joined 12/31/2019

John King is a Fund Manager and Analyst with ten years’ investment experience. John is responsible for lead managing the UK Smaller Companies Fund and the smaller companies sub-portfolio of the UK Equity Fund. Before joining Majedie in 2019, John was a Portfolio Manager at AXA, where he was Deputy Manager of the AXA UK Select Opportunities Fund and the five FE Crown rated AXA WF Framlington UK Fund, also successfully managing long-only institutional UK equity mandates on behalf of a UK university endowment. Prior to joining AXA in 2016, John worked on the sell side for Jefferies, UBS and N+1 Singer, where he specialised in mid and small cap analysis. John graduated in 2005 with a BA (Hons) in Economics and Management from the University of Leeds, before joining Ernst & Young where he qualified as an accountant and was a senior advisory consultant in the Internal Audit function, applying key accounting principles and assessing financial risk.

Imran Sattar
Joined 07/01/2019

Imran Sattar is a fund manager and analyst with 21 years’ investment experience in UK and international equity markets. Imran is responsible for co-managing the UK Focus Fund. Before joining Majedie in 2018, Imran was a Managing Director and fund manager at Blackrock, where he managed UK equity funds with combined UK equity assets of over £2bn. Imran joined Mercury Asset Management in 1997 (subsequently acquired by Merrill Lynch, now Blackrock). He holds a Bachelor of Sciences degree in Mathematics & Economics from the University of Warwick and is a CFA charter holder.

James de Uphaugh
Joined 03/27/2003

James de Uphaugh is Chairman and Chief Investment Officer of Majedie Asset Management. He is a fund manager and analyst with investment experience in UK and international equity markets since 1987. He also leads Majedie's efforts in Responsible Capitalism.Before co-founding Majedie in 2002, James had been a Managing Director at Mercury Asset Management (subsequently acquired by Merrill Lynch), where he was also Chairman of the UK Investment Group and Alpha Team Leader. While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.4bn. James joined Mercury Asset Management in 1988. He holds a Master of Arts degree in Economics from Jesus College, Cambridge. He is an Associate Member of the CFA Society of the UK.

Chris Field
Joined 03/27/2003

Chris Field is an Executive Director of Majedie Asset Management. He is a fund manager and analyst with investment experience in UK and international equity markets from 1985. Before co-founding Majedie in 2002, Chris had been a Director at Mercury Asset Management (subsequently acquired by Merrill Lynch), where he was also a member of the UK Investment Group. While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.7bn.Chris joined Rowan Investment Managers (a predecessor firm to Mercury Asset Management) in 1980. He is an Associate Member of the CFA Society of the UK.

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