CF Taylor Young Growth & Income Inc
Latest (Mid) Price:
GBX 151.07
Day Change:
+0.57%
| Shares Class | Inc. |
|---|---|
| Yield | 4.04 |
| Total Expense Ratio | 1.73 |
Fund Performance
Cumulative Performance
Discrete Performance
MoneyAM Fund Centre
Quick Stats
| Fund Size | 9,700,000.00 | Launch Date | 14/06/2002 | Standard Initial Charge (%) | 5.00 |
|---|---|---|---|---|---|
| Currency | GBX | ISA Eligible | Yes | Annual Management Charge (%) | 1.50 |
| Sector | IMA UK Equity Income | Min Investment (£) | 7,000.00 | Total Expense Ratio (%) | 1.73 |
| ISIN | GB0031685307 | Min Topup (£) | 0.00 |
Fund Objective
To provide capital growth and income by investing in a diversified portfolio of mainly UK equities using a thematic, research - led investment process. The Fund aims to generate an income yield after charges about that of the FTSE All-Share index.
Fund Managers
Christopher Buxton
CHRISTOPHER BUXTON, born 1972, graduated with a BSc (Honours) Degree in Marketing and Economics from Newcastle University in 1996. He began his career at PricewaterhouseCoopers. In 2000 he moved to Greig Middleton which merged to form Gerrard Ltd. At Gerrard he was a member of one of the leading private client teams responsible for managing a large and diverse client base. Christopher joined Taylor Young in 2004 and is a Senior Investment Manager with research responsibilities for the Resources sector. He is a Member of the Securities and Investment Institute.
Asset Breakdown
Region Breakdown
Sector Breakdown
| Name | Weight |
|---|---|
| Basic Materials | 4.34% |
| Consumer Goods | 14.90% |
| Consumer Services | 8.31% |
| Debt | 4.22% |
| Financials | 24.79% |
| Health Care | 3.58% |
| Industrials | 12.59% |
| Money Market | 5.07% |
| Oil & Gas | 7.92% |
| Technology | 2.86% |
| Telecommunications | 3.55% |
| Utilities | 7.87% |
Top 10 Holdings
| Name | Weight |
|---|---|
| PROVIDENT FINANCIAL | 6.61% |
| BRITISH AMERICAN TOBACCO | 5.90% |
| SSE PLC | 5.20% |
| ROYAL DUTCH SHELL | 5.18% |
| STANDARD CHARTERED | 4.58% |
| UNILEVER | 4.11% |
| BHP BILLITON LIMITED | 3.59% |
| GLAXOSMITHKLINE | 3.58% |
| VODAFONE GROUP | 3.55% |
| BALFOUR BEATTY | 3.18% |
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.
Fund data supplied by
