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TM Redwheel Global Equity Income Class R - Accumulation (GBP)

Sell:128.80p Buy:128.80p Change: 0.20p (0.16%)
Prices as at 19 April 2024
Sell:128.80p
Buy:128.80p
Change: 0.20p (0.16%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 19 April 2024
Sell:128.80p
Buy:128.80p
Change: 0.20p (0.16%)
Prices as at 19 April 2024
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
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 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

19/04/19 to 19/04/20 19/04/20 to 19/04/21 19/04/21 to 19/04/22 19/04/22 to 19/04/23 19/04/23 to 19/04/24
Annual return n/a n/a 9.43% 7.51% 2.38%

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.

Information about the fund

Fund manager biography

Manager Name: Andrew MacKirdy
Manager start date: 24 November 2020
Manager located in: TBC

Andrew joined Redwheel in 2020 and is a Senior Investment Manager in the Global Equity Income team. In his role Andrew aims to provide a genuinely professional, trusted, thoughtful and profitable service in managing clients' capital. Andrew started his career in 1995 and has held various Portfolio Manager roles in Global, EAFE, Emerging Markets and European and Global Equities, most recently with the Newton Global Equity Income team. Around the office he is described as a chatterbox, something Sir Sean Connery agreed with when they famously met.

manager photo
Manager Name: Nick Clay
Manager start date: 24 November 2020
Manager located in: London

Nick joined Redwheel in 2020 and leads the Global Equity Income team. He hopes to create a successful, enduring philosophy and process within a team where all are treated equally. Nick feels that Redwheel's ownership structure and perpetual partnership are the ideal surroundings to increase the chance of successfully achieving this ambition. Nick started his career at Sun Alliance in 1991 and has held various senior roles in Fund Management, including Lead of Equity Income at Newton until 2020. His advice to future generations is that one's many mistakes - which we all invariably make - will be the main driver of education. Outside of Redwheel, Nick is a budding artist, enjoys drawing and riding his motorbike. Back in his 20's he successfully sold some of his own art in London's Covent Garden.

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
Invest now