GAM MP UK Equity Inc
Shares Class | Inc. |
---|---|
Yield | 1.43 |
Total Expense Ratio | 1.30 |
Fund Performance
Cumulative Performance
Discrete Performance
Shares Class | Inc. |
---|---|
Yield | 1.43 |
Total Expense Ratio | 1.30 |
Cumulative Performance
Discrete Performance
Fund Size | 452,900.00 | Launch Date | 18/05/1999 | Standard Initial Charge (%) | 5.00 |
---|---|---|---|---|---|
Currency | GBP | ISA Eligible | Yes | Annual Management Charge (%) | 1.00 |
Sector | IMA UK Equity Income | Min Investment (£) | 6,000.00 | Total Expense Ratio (%) | 1.30 |
ISIN | GB0006848682 | Min Topup (£) | 3,000.00 | Ongoing Charge (%) | 1.3000 (on 31/12/2016) |
Capital appreciation.
Charles Hepworth
Charles Hepworth is an Investment Director in the Multi Asset Class Solutions (MACS) Team and a member of the MACS Asset Allocation Committee. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM in May 2012, he was a group director at Quilter, responsible for running the Managed Portfolio Service since 2001. He started at Quilter as an assistant fund manager in 1994. Prior to this, he was a deputy fund manager at Albert E Sharp, specialising in managing money for private clients. He began his career at SG Warburg in 1991. Charles Hepworth holds a BSc (Hons) in Biotechnology from Leeds University, is a CFA and CAIA charterholder, and is a fellow of the Chartered Institute for Securities and Investment. He is based in London.
James McDaid
James McDaid is an Investment Manager and a member of the Multi Asset Class Solutions (MACS) Investment Team. He is responsible for developing and managing outsourcing solutions for UK independent financial advisers within GAM’s discretionary fund management service. Prior to joining GAM in May 2012, he was an investment manager at Quilter, managing private client portfolios and client relationships. He started at Quilter as an assistant fund manager in 2001, focussing on Asia-Pacific and Japanese equity markets. He began his career as a dealer at TD Waterhouse Investor Services. James McDaid is a CFA and CAIA charterholder, a Chartered Wealth Manager and holds a BA in Accountancy and Finance. He is based in London.
Name | Weight |
---|---|
POLAR CAPITAL FUNDS PLC - UK V | 17.80% |
RIVER AND MERCANTILE UK DYNAMI | 17.70% |
ARTEMIS INCOME R ACC | 16.60% |
ISHARES CORE FTSE 100 UCITS ET | 16.60% |
GAM UK DIVERSIFIED GBP INST IN | 16.50% |
INVESTEC FUND SERIES I - UK AL | 16.40% |
Please remember that past performance is not a guide of future returns. The value of investments and the income from them can go down as well as up as a result of currency exchange and market fluctuations and investors may not get back the amount originally invested.