TM Redwheel Global Equity Income R Acc

Citicode
VCPD
Launch Date
24-11-2020
Fund Size
£341,623,008
Yield
2.85%
Ongoing Charge
0.90%
Fund Managers
Andrew MacKirdy
Nick Clay
Benchmark: IA: Global Equity Income
Investment
TM Redwheel Global Equity Income R Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The objective of the Fund is to provide a combination of income and capital growth, net of fees, over five year rolling periods by investing in a concentrated portfolio of global companies.

Top 10 Holdings

Asset Class

Fund Manager

Andrew MacKirdy

Start Date

24-11-2020

Bio

Andrew MacKirdy has been a Portfolio Manager and Analyst of the Global Equity Income strategy since 2018 while at Newton Investment Management. Andrew started his career in 1995, holding portfolio manager roles in global, EAFE, emerging markets and European equities at Baillie Gifford, Lansdowne Partners and Franklin Templeton. In 2012, he joined Polar Capital to manage global equities, before joining the Newton Global Equity Income team in 2018 as a portfolio manager. Andrew joined Redwheel in November 2020 along with the team from Newton to continue managing the Global Equity Income strategy. Andrew has an MSc (Econ) in Accounting and Finance from LSE and a BAcc (Hons) in Accountancy from Dundee University.

Fund Manager

Nick Clay

Start Date

24-11-2020

Bio

Nick has been managing the Global Income Equity strategy since 2012 while at Newton Investment Management where he spent 20 years and managed a variety of global multi asset strategies. Nick joined Redwheel as lead Portfolio Manager in November 2020 along with his team from Newton to continue managing the strategy. Nick started his career in 1991 as an Equity Analyst at Sun Alliance and as a UK equities manager at Morley Fund Management thereafter. Nick is an Associate Member of the UK Society of Investment Professionals and has a Ba (Hons) in Economics and Philosophy from University of Leeds.

Data source:

All financial data is supplied by FE

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