MFM UK Primary Opportunities Fund Class P Acc
|Royal Dutch Shell PLC B||5.31 %|
|HSBC Holdings PLC||4.07 %|
|BP PLC||4.02 %|
|GlaxoSmithKline PLC||3.60 %|
|AstraZeneca PLC||2.87 %|
|Vodafone Group PLC||2.44 %|
|Prudential PLC||2.37 %|
|Lloyds Banking Group PLC||2.09 %|
|National Grid PLC||2.01 %|
|Glencore PLC||1.95 %|
|United Kingdom||95.79 %|
|Financial Services||26.39 %|
|Consumer Defensive||10.85 %|
|Consumer Cyclical||8.35 %|
|Basic materials||6.68 %|
Alan started as a property analyst at Phillips & Drew before moving into investment management with ICI Pension. Since then he has held a number of senior positions with firms such as Lloyds Investment Management and Investec Guinness Flight. Prior to joining RCBIM he was Head of Investment for Principal Investment Management and during his nine years there oversaw a dramatic increase in both the profitability and size of the business.
Oliver manages the institutional clients of the business and also leads our research into UK ‘primary’ market opportunities. He graduated from Birmingham University with a degree in Money, Banking and Finance, he qualified as a Chartered Accountant with Grant Thornton, where he worked with listed clients in a variety of sectors, specialising in the construction, leisure and IT industries. He joined RCBIM in 2006 and is a former President of Bristol Junior Chamber.
After 11 years with P&D Brown joined DRG in 1980 and took the management of the DRG Pension Fund. With his directors he set up R.C. Brown Investment Management PLC in May 1990. He is an Affiliate of the Society of Investment Professionals. He has successfully managed a part of the Joseph Rowntree Charitable Trust since 1999 and the whole of it since 2003
Data provided by Morningstar.
The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.
This information is sourced from our partner Morningstar. We believe the data to be correct however you should take care in using any information.
You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.