Majedie UK Focus Class X Accumulation

Name
Majedie UK Focus Class X Accumulation
Manager
Majedie Asset Management Ltd
Type
Open Ended Investment Company
ISIN
GB00B7S3QT06
Sector
UK All Companies
Launched
13/09/2012
OCF
1.52 %
Risk Rating
5
3 Year Sharpe
0.80
3 Year Alpha
0.86
Yield
1.5 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to maximise total return and to outperform the FTSE All-Share Index over the long term through investment in a concentrated 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

Chris Reid
Joined 12/31/2012

Chris Reid is a fund manager and analyst with Majedie. Before joining Majedie in 2008, Chris had been a Director at Deutsche Bank, where he was Pan European Travel & Leisure Analyst. Until 2005 he had been Transport Analyst at Credit Suisse. Prior to that, he was a consultant at PA Consulting Group.Chris joined PA Consulting in 1995. He holds a Master of Science degree in Natural Sciences from Downing College, Cambridge, where he also completed the Cambridge Advanced Course in Design, Manufacturing and Management. He is SFA qualified and holds an MBA with Distinction from London Business School, in addition to the ACCA Certified Diploma in Accounting & Finance.

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 09/29/2003

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.

James de Uphaugh
Joined 09/29/2003

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.

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