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JOHCM UK Equity Income Y Acc

Citicode
JD1C
Launch Date
13-05-2013
Fund Size
£1,812,559,044
Yield
4.90%
Ongoing Charge
0.67%
Fund Managers
Clive Beagles
James Lowen
Benchmark: IA UK All Companies
Investment
JOHCM UK Equity Income Y Acc
3 months
6 months
1 Year
3 years
5 years

Fund Objective

The Sub-fund’s investment objective is to generate a level of income which increases year on year as well as the potential to grow the amount invested over a rolling period of seven to ten years. The Sub-fund’s target is to have a return greater than the FTSE All-Share Total Return index (12pm adjusted), which is used in the calculation of performance fees.

Top 10 Holdings

Asset Class

Fund Manager

Clive Beagles

Start Date

01-04-2008

Bio

Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.

Fund Manager

James Lowen

Start Date

01-09-2007

Bio

James co-manages the JOHCM UK Equity Income Fund, alongside Clive Beagles. James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.

Data source:

All financial data is supplied by FE

Disclaimer:

Investors buying funds through Rosan Select are specifically buying without investment advice. The value of investments can fall as well as rise, and the investor may not get back the original amounts invested. If you have any doubt about whether a fund purchase meets your expectations or risk criteria, then you should contact invest@rosan-ifa.com our office to seek specific guidance.