TB Evenlode Income B Accumulation
|Unilever PLC||9.02 %|
|Diageo PLC||8.02 %|
|RELX PLC||5.80 %|
|Compass Group PLC||5.20 %|
|Sage Group (The) PLC||4.60 %|
|GlaxoSmithKline PLC||4.38 %|
|Reckitt Benckiser Group PLC||4.33 %|
|Smiths Group PLC||3.89 %|
|Smith & Nephew PLC||3.74 %|
|AstraZeneca PLC||3.39 %|
|United Kingdom||83.34 %|
|United States||12.79 %|
|Consumer Defensive||28.97 %|
|Consumer Cyclical||24.06 %|
Hugh joined Wise in 2009 and is the lead portfolio manager of Evenlode Income, the UK Equity Income fund he launched in October of the same year. He was appointed as a director of Wise in 2012. Hugh graduated from the University of Edinburgh with a first class degree in philosophy and mathematics in 2002. From 2002 to 2009 he worked as an investment manager on several equity income funds at Rathbone Unit Trust Management. Hugh is a Chartered Fellow of the Chartered Institute for Securities & Investment and holds the Investment Management Certificate.
Ben is a member of the CFA Society of the UK and holds the Investment Management Certificate. He also holds a doctorate from the University of Oxford in the field of physics.
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.