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Merian UK Equity Income Inclusive - Class A - Accumulation (GBP)

Sell:2,646.00p Buy:2,646.00p Change: 20.00p (0.75%)
Prices as at 13 August 2020
Sell:2,646.00p
Buy:2,646.00p
Change: 20.00p (0.75%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 13 August 2020
Sell:2,646.00p
Buy:2,646.00p
Change: 20.00p (0.75%)
Prices as at 13 August 2020
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Equity income funds are popular with investors. Most aim to generate a rising income, and increase the value of your original investment, over the long term. The income can be paid out, or reinvested in the fund to boost long-term growth. Different fund managers take different approaches to income investing. Some focus on larger companies that are seen to be more stable and have paid regular dividends for many years. Others invest in higher-risk small and medium-sized companies. These might pay a lower income to start with, but have more growth potential. We think carefully chosen equity income funds can form the cornerstone of almost any portfolio.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

12/08/15 to 12/08/16 12/08/16 to 12/08/17 12/08/17 to 12/08/18 12/08/18 to 12/08/19 12/08/19 to 12/08/20
Annual return -2.26% 11.16% 5.05% -8.33% -15.38%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Fund Management Group Comment

Merian Global Investors was created in 2018 when the team at Old Mutual Global Investors broke away from the wider Old Mutual business. The company offers funds investing across the globe - from the UK and Europe to Asia and the US. None of the managers are constrained by a 'house view'. Instead they're given the flexibility to invest their funds wherever they find the best opportunities.

Information about the fund

Fund manager biography

manager photo
Manager Name: Ed Meier
Manager start date: 14 December 2016
Manager located in: TBC

Ed is a Fund Manager for the Merian UK Alpha Fund and the Merian UK Equity Income Fund. He joined MGIS in June 2013 from Schroders Investment Management where he had been an equity analyst and fund manager since January 2006. Prior to joining Schroders, he worked as a fund manager for BAE Systems Pension Fund from 2002. Ed's investment career commenced in 2000, at Fletcher Advisory, where he was a Technology/Strategic consultant. He is a CFA Charterholder and holds a Degree in Classics from Oxford University (1998).

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account