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SVS Albion OLIM UK Equity Income Inclusive - Income (GBP)

Sell:129.20p Buy:129.20p Change: 1.40p (1.10%)
Prices as at 23 October 2020
Sell:129.20p
Buy:129.20p
Change: 1.40p (1.10%)
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 23 October 2020
Sell:129.20p
Buy:129.20p
Change: 1.40p (1.10%)
Prices as at 23 October 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

23/10/15 to 23/10/16 23/10/16 to 23/10/17 23/10/17 to 23/10/18 23/10/18 to 23/10/19 23/10/19 to 23/10/20
Annual return 7.97% 15.30% -9.01% 9.01% -22.01%

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.

Information about the fund

Fund manager biography

manager photo
Manager Name: Angela Lascelles
Manager start date: 1 January 2002
Manager located in: N/A

Angela Lascelles co-founded OLIM in 1986. She has been professionally engaged in investment since graduating in philosophy from London University. She has worked for both the Associated British Foods and Courtaulds Pension Funds. At the latter she managed the UK and Overseas bond portfolios and a major part of the UK equity portfolio. Since the formation of OLIM she has focussed on managing equity portfolios. She is also responsible for our bond holdings

manager photo
Manager Name: Henry Botting
Manager start date: 1 June 2019
Manager located in: London

Henry assists with managing both equity and balanced portfolios at OLIM. He began his career in 2014 at Rathbones, where he was assistant investment manager for a desk managing £1bn on behalf of private clients, trusts and charities. Henry holds a MA in Economic and Social History from the University of Edinburgh and is a CFA Charterholder.

manager photo
Manager Name: Patrick Harrington
Manager start date: 1 June 2018
Manager located in: N/A

TBC

manager photo
Manager Name: Andrew Impey
Manager start date: 1 January 2009
Manager located in: N/A

Andrew is responsible for managing both equity and balanced portfolios at OLIM. He has over twenty years experience as a fund manager and has managed a broad range of funds. Prior to joining OLIM in 2009, Andrew was Chief Investment Officer at Singer & Friedlander Investment Management. In addition to his CIO responsibilities, Andrew managed the charity portfolios. Earlier in his career Andrew worked at Dresdner RCM, River and Mercantile Investment Management and Strauss Turnbull & Co specialising in UK small and mid cap equities

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