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TB Chawton Global Equity Income Income - Class B (GBP)

Sell:103.69p Buy:103.69p Change: 0.97p (0.93%)
Prices as at 21 October 2019
Sell:103.69p
Buy:103.69p
Change: 0.97p (0.93%)
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & Share Account
Prices as at 21 October 2019
Sell:103.69p
Buy:103.69p
Change: 0.97p (0.93%)
Prices as at 21 October 2019
You can buy or sell holdings in this fund through an ISA, Lifetime ISA, SIPP or Fund & 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 our Wealth 50 list of what we believe are the best funds in each sector. If a fund is not within our Wealth 50 this is not necessarily a recommendation to sell. However, if you are thinking of adding to your investments we believe Wealth 50 funds are superior alternatives. View funds on the Wealth 50 »

Our view on the sector

Equity income funds are popular with investors. Most try 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 to boost long-term growth. Equity income funds have traditionally focused on the UK, and there's still a strong case for UK equity income. But there's a growing case for investing globally for income too. The number of companies outside the UK offering high and rising dividends has increased rapidly. And exposure to foreign currencies will boost returns if sterling weakens, like it did after the UK voted to leave the European Union in 2016, but the reverse is true if sterling strengthens.

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

21/10/14 to 21/10/15 21/10/15 to 21/10/16 21/10/16 to 21/10/17 21/10/17 to 21/10/18 21/10/18 to 21/10/19
Annual return n/a n/a n/a n/a n/a

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: Michael Crawford
Manager start date: 21 May 2019
Manager located in: UK

After studying Chemistry and Law at Exeter University and accountancy at KPMG (London and Hong Kong), Michael undertook an MBA at Cranfield School of Management before joining Morgan Grenfell Asset Management in 1996. He subsequently worked for Bessemer Trust, Credit Suisse Asset Management and LV Asset Management. For the last seven years he has been managing a substantial Global Equity fund on behalf of clients at the oldest and one of the largest U.S. multi-family offices; Bessemer Trust. He has 23 years of investment management experience. Michael is a fellow of the Securities Institute and the Institute of Chartered Accountants in England and Wales.

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 an ISA, Lifetime ISA, SIPP or Fund & Share Account