Majedie UK Income Class X Accumulation

Name
Majedie UK Income Class X Accumulation
Manager
Majedie Asset Management Ltd
Type
Open Ended Investment Company
ISIN
GB00B83QP495
Sector
UK Equity Income
Launched
13/09/2012
OCF
0.77 %
Risk Rating
4
3 Year Sharpe
0.75
3 Year Alpha
0.57
Yield
4.3 %
Benchmark
FTSE AllSh TR GBP
The Fund aims to maintain an attractive yield, whilst outperforming the FTSE All-Share index over the long term. The Managers intend to pursue this objective by holding a high conviction portfolio of equity investments, selected by the Managers on the basis of detailed fundamental and macroeconomic analysis.
Holding %
Royal Dutch Shell PLC B 9.67 %
Legal & General Group PLC 7.62 %
BP PLC 6.52 %
Pearson PLC 6.00 %
Aviva PLC 5.41 %
Vodafone Group PLC 4.24 %
Centrica PLC 4.15 %
Direct Line Insurance Group PLC 3.50 %
Phoenix Group Holdings 3.41 %
HSBC Holdings PLC 3.14 %
Region %
United Kingdom 91.05 %
Sector %
Financial Services 27.42 %
Energy 26.80 %
Consumer Cyclical 11.52 %
Consumer Defensive 7.41 %
Basic materials 7.29 %
Utilities 6.76 %
Name
Majedie Asset Management Ltd
Address
EC4M 7NG, London, United Kingdom
UCITS
Yes
Legal Structure
Open Ended Investment Company

Managers

Yuri Khodjamirian
Joined 10/01/2013

Yuri Khodjamirian is a fund manager and analyst with investment experience in UK and international equity markets since 2009. Yuri holds a Master of Arts degree in Economics from St Catharine’s College, Cambridge and a Master of Science degree in Economics with distinction from the London School of Economics. He is a CFA charter holder.

Chris Reid
Joined 12/19/2011

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.

Data provided by Morningstar.

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