Majedie UK Equity Class X Accumulation

Name
Majedie UK Equity Class X Accumulation
Manager
Majedie Asset Management Ltd
Type
Open Ended Investment Company
ISIN
GB00B88NK732
Sector
UK All Companies
Launched
13/09/2012
OCF
0.77 %
Risk Rating
4
3 Year Sharpe
0.74
3 Year Alpha
-0.93
Yield
2.5 %
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. The Fund will invest in equity securities of companies which are listed or traded on one or more eligible markets. At least 80% of the Fund will be invested in UK equities, with the balance in international equities, cash or near cash. It is not the intention to invest materially in emerging markets.
Name
Majedie Asset Management Ltd
Address
EC4M 7NG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Richard Staveley
Joined 05/01/2014

Richard Staveley is a fund manager and analyst with investment experience in UK and international equity markets since 1999. Before joining Majedie in 2013, Richard was a founding Partner of River & Mercantile Asset Management.Until 2006, he was a Fund Manager and subsequently Head of UK Small Companies at Société Générale Asset Management. Prior to that, he was an Assistant Fund Manager at hedge fund boutique Bradshaw Asset Management. Richard qualified as a Chartered Accountant at Coopers & Lybrand/PwC, which he joined in 1996. He holds a Bachelor of Arts degree in Politics from the University of Newcastle. He is a CFA charter holder.

Matthew Smith
Joined 11/01/2010

Matthew Smith is a fund manager and analyst with investment experience in UK and international equity markets since 1994.Before joining Majedie in 2006, Matthew had been a Director at Deutsche Bank, where he was Pan European Support Services Analyst. Until 2004 he had been a Director and Transport Analyst at Credit Suisse. Prior to that, he was a fund manager and analyst at NPI, where he managed the NPI UK Extra Income Unit Trust.Matthew joined NPI in 1994. He holds a Bachelor of Science degree in Geophysics from the University of Southampton.

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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