Majedie UK Equity X Inc

Fund

Fund Info

  • Yield History3.16%
  • 3 Year sharpe0.74
  • 3 Year alpha-1.61
  • Distribution Typeincome
  • BenchmarkFTSE AllSh TR GBP
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.77%
  • SectorUK All Companies
  • Manager GroupMajedie Asset Management
  • DomicileUnited Kingdom
  • ISINGB00B8BH0R25

Investment Strategy

The Fund aims to produce a total return in excess of the FTSE All-Share Index over the long term through investment in a diversified portfolio of predominantly UK equities. “Total return” means the combined return of capital and income and a consistently positive return is not guaranteed.