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Unicorn UK Income Fund Class B - Accumulation (GBP)

Sell:293.71p Buy:293.71p Change: 2.32p (0.78%)
Prices as at 21 October 2020
Sell:293.71p
Buy:293.71p
Change: 2.32p (0.78%)
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 21 October 2020
Sell:293.71p
Buy:293.71p
Change: 2.32p (0.78%)
Prices as at 21 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

20/10/15 to 20/10/16 20/10/16 to 20/10/17 20/10/17 to 20/10/18 20/10/18 to 20/10/19 20/10/19 to 20/10/20
Annual return 0.25% 24.20% -10.30% 9.57% -13.01%

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.

Fund Management Group Comment

Unicorn was established in July 2000 and is majority owned by the directors and management. The fund managers are therefore highly incentivised to perform and their interests are aligned with those of their clients.

The group run a range of funds including Open Ended Investment Companies (OEIC's) and an offshore income fund along with an AIM Venture Capital Trust.

Information about the fund

Fund manager biography

manager photo
Manager Name: Fraser Mackersie
Manager start date: 1 December 2013
Manager located in: London

Fraser is co-manager of Unicorn UK Income Fund, Acorn Income Fund and lead manager of Unicorn UK Growth Fund. Fraser joined Unicorn in 2008 having previously held positions with F&C Asset Management and Geoghegan & Co Chartered Accountants. He graduated from the University of St Andrews in 2003 with a degree in Economics and Management and is also a Fellow of the Association of Chartered Certified Accountants.

manager photo
Manager Name: Simon Moon
Manager start date: 1 December 2013
Manager located in: London

Simon has been co-manager of the Unicorn UK Income Fund and Acorn Income Fund and lead manager of the Unicorn Smaller Companies Fund since 2013. He joined Unicorn Asset Management in 2008, since when he has been an active member of the Investment Committee. Prior to joining Unicorn Simon worked as a research analyst at JM Finn & Co. Stockbrokers and spent three years in the NHS graduate finance scheme.

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