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Majedie UK Equity X Inc (F00000OUPL.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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146.00-1.00 (-0.68%)
At close: 06:07PM EDT

Majedie UK Equity X Inc

10 Old Bailey

Management information
James de Uphaugh,Lead manager since 26 March 2003
James de Uphaugh is Chairman and Chief Investment Officer of Majedie Asset Management. He is a fund manager and analyst with investment experience in UK and international equity markets since 1987. He also leads Majedie's efforts in Responsible Capitalism.Before co-founding Majedie in 2002, James had been a Managing Director at Mercury Asset Management (subsequently acquired by Merrill Lynch), where he was also Chairman of the UK Investment Group and Alpha Team Leader. While at Mercury, he was responsible for managing institutional portfolios with combined UK equity assets of £1.4bn. James joined Mercury Asset Management in 1988. He holds a Master of Arts degree in Economics from Jesus College, Cambridge. He is an Associate Member of the CFA Society of the UK.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryUK Large-Cap Blend Equity
Fund familyMajedie Asset Management Ltd
Net assets3.48B
YTD return6.13%
Yield3.24%
Morningstar rating★★★★
Inception date12 Sept 2012

Fund operations

Last dividend0.02
Last cap gain0.00
Holdings turnover79.00%
Average for categoryN/A

Fees and expenses

ExpenseF00000OUPL.LCategory average
Annual report expense ratio (net)0.00%0.00%
Prospectus net expense ratio0.00%N/A
Prospectus gross expense ratio0.00%N/A
Max 12b1 feeN/AN/A
Max front end sales load0.00%N/A
Max deferred sales loadN/AN/A
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A