MFM UK Primary Opportunities Fund Class P Inc
|Royal Dutch Shell PLC B||5.46 %|
|HSBC Holdings PLC||4.59 %|
|BP PLC||4.14 %|
|AstraZeneca PLC||3.96 %|
|GlaxoSmithKline PLC||3.25 %|
|Lloyds Banking Group PLC||2.67 %|
|Unilever PLC||2.59 %|
|Tritax EuroBox Euro Ord||2.21 %|
|Prudential PLC||2.19 %|
|BHP Group PLC||2.18 %|
|United Kingdom||95.44 %|
|Financial Services||25.01 %|
|Consumer Defensive||11.25 %|
|Consumer Cyclical||9.34 %|
|Basic materials||7.77 %|
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.
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