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TM Tellworth UK Income and Growth Class F - Income (GBP)

Sell:100.60p Buy:100.60p Change: 0.86p (0.86%)
Prices as at 28 March 2024
Sell:100.60p
Buy:100.60p
Change: 0.86p (0.86%)
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 28 March 2024
Sell:100.60p
Buy:100.60p
Change: 0.86p (0.86%)
Prices as at 28 March 2024
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

27/03/19 to 27/03/20 27/03/20 to 27/03/21 27/03/21 to 27/03/22 27/03/22 to 27/03/23 27/03/23 to 27/03/24
Annual return n/a n/a n/a -2.86% 10.73%

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: Johnnie Smith
Manager start date: 24 March 2022
Manager located in: UK

Johnnie joined Tellworth in June 2020 as a Fund Manager. He joined from CZ Capital where he was previously a Portfolio Manager, managing UK Equity long/short mandates. He was previously an analyst at the firm researching UK mid and large cap equities across multiple sectors. Prior to this Johnnie worked at JP Morgan in Equity Sales as a UK Specialist. He has over 9 years of investment experience. Johnnie graduated from the University of Exeter with a degree in History & Politics.

manager photo
Manager Name: Mark Barnett
Manager start date: 24 March 2022
Manager located in: UK

Mark joined Tellworth in April 2021 as a Fund Manager. He joined from Invesco Perpetual where we was previously Head of the UK Equity team and lead portfolio manager of numerous UK equity income strategies. Prior to his 24 year career at Invesco Perpetual, Mark worked at Mercury Asset Management as a Fund Manager. He has 29 years of investment experience. Mark graduated from University of Reading with a degree in French and Politics.

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