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Majedie UK Focus X Acc

Managed by

James de Uphaugh

James de Uphaugh is chairman and chief investment officer of Majedie Asset Management. He is a fund manager and analyst with 27 years' investment experience in UK and international equity markets. James is responsible for co-managing both the UK Equity and UK Focus funds. 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, now BlackRock), 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 (subsequently acquired by Merrill Lynch) 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.

Christopher Field

Chris Field is an Executive Director of Majedie Asset Management. He is a fund manager and analyst with 29 years' investment experience in UK and international equity markets. Chris is responsible for co-managing both the UK Equity and UK Focus funds. Before co-founding Majedie in 2002, Chris had been a Director at Merrill Lynch Investment Managers (MLIM, now BlackRock), where he was also a member of the UK Investment Group. While at MLIM, he was responsible for managing institutional portfolios with combined UK equity assets of £1.7bn. Chris joined Rowan Investment Managers (a predecessor firm to Mercury Asset Management, subsequently acquired by Merrill Lynch) in 1980. He is an Associate Member of the CFA Society of the UK.

Imran Sattar

Imran Sattar is a fund manager and analyst with 21 years’ investment experience in UK and international equity markets. Sattar is responsible for co-managing the UK Focus Fund. Before joining Majedie in 2018, Sattar was a managing director and fund manager at BlackRock, where he managed UK equity funds with combined UK equity assets of over £2 billion. Sattar joined Mercury Asset Management in 1997 (subsequently acquired by Merrill Lynch, now BlackRock). He holds a bachelor of sciences degree in mathematics and economics from the University of Warwick and is a CFA charter holder.

Matthew Smith

Matthew Smith is a fund manager and analyst with 22 years' investment experience in UK and international equity markets. Matthew is responsible for lead managing the Tortoise Fund and co-managing both the UK Equity and UK Focus funds. Before joining Majedie in 2006, Matthew had been a Director at Deutsche Bank, where he was Pan European Support Services Analyst. Until 2004 he had been a Director and Transport Analyst at Credit Suisse. Prior to that, he was a fund manager and analyst at NPI, where he managed the NPI UK Extra Income Unit Trust. Matthew joined NPI in 1994. He holds a Bachelor of Science degree in Geophysics from the University of Southampton. He is SFA qualified and an Associate Member of the CFA Society of the UK.

Objective

The Fund aims to maximise total return and to outperform the FTSE All-Share Index over the long term through investment in a concentrated portfolio, with at least 80% of the Fund invested in UK equities.

This fund is not currently tracked by Citywire in South Africa View performance globally

Registered For Sale In

  1. United Kingdom

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