R&M UK Equity Income Fund
- Richard Staveley
- Fund Manager
Strategy Aim
The objective of the strategy is to generate a rising level of income, combined with the potential for capital growth, through investing in a portfolio which shall primarily consist of UK equities. In seeking to achieve the investment objective the manager may also invest in other instruments such as government gilts, corporate fixed income securities and convertibles.
Fund facts
| Launch date: | 3 February 2009 | XD dates: | 1 April & 1 October | ||
| AUM: | £56.6m | Minimum Investments: |
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| IMA sector: | UK Equity Income | Fund Charges |
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| Benchmark: | FTSE All-Share | Initial |
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| Share classes: | ‘A’ Retail (income) ‘B’ Asset Mngr (income) |
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Additional Information
UK Equity Funds
- R&M UK High Alpha Fund
- R&M UK Unconstrained Fund
- R&M UK Smaller Companies Fund
- R&M UK Long Term Recovery Fund
- R&M UK Income Fund
Services
- Dealing and Enquiries - Please call our Customer Services team on 0845 603 3618
- Fund Prices
- Key Investor Information Documents (KIIDs)
- Application Form
- Intermediary Terms of Business
Are you a Retail Client?
A Retail Client is defined by the Financial Services Authority as a client who is neither a Professional Client nor an Eligible Counterparty. Retail clients are deemed to have lower knowledge of financial markets and products and are therefore afforded greater protections and Firms may be required to provide additional information to them which they would not be required to provide to other clients.
A typical minimum investment for a Retail Client is £1000.
Are you a Professional Client or Eligible Counterparty?
A Professional Client or Eligible Counterparty is deemed to have adequate knowledge, expertise and experience of financial markets and products, and is capable of assessing risk and making investment decisions. The FSA has clearly defined the criteria and classification of Professional Clients and Eligible Counterparty’s.
A typical minimum investment for a Professional Client or Eligible Counterparty is £5m.