FTF Martin Currie UK Equity Income Fund

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FTF Martin Currie UK Equity Income Fund W (Acc)

Category UK Equity Income
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This fund can be held in an Investment ISA, Pension and Investment Account
Last buy/sell price

£2.931

arrow-up£0.019 (+0.65%)

Fund Code

BWUWA

B7DRD63

GB00B7DRD638

Prices updated as at 02 May 2025
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Prices in GBP
Investment objective
The Fund aims to generate an income that is higher than that of the FTSE All-Share Index and increase in value through investment growth, over periods of five years, after all fees and costs are deducted. The Fund invests at least two thirds (but typically significantly more) in the shares of companies listed on the London Stock Exchange. These companies are incorporated/domiciled in the UK or which have significant business operations in the UK. Typically, the number of holdings in the Fund will vary between 40 to 60 company shares and most of these will be the shares of large (such as those making up the FTSE 100 Index) companies. The Investment Manager does not intend to invest in every company in the FTSE All-Share Index and have the freedom to invest up to 10% of the Fund’s assets outside of it.
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Annual performance (%)

YearThis fundUK Equity Income
31 Mar 14 - 31 Mar 1511.749.35
31 Mar 15 - 31 Mar 160.99-1.08
31 Mar 16 - 31 Mar 1718.9914.75
31 Mar 17 - 31 Mar 181.43-0.49
31 Mar 18 - 31 Mar 197.453.33
31 Mar 19 - 31 Mar 20-18.07-21.58
31 Mar 20 - 31 Mar 2126.2828.27
31 Mar 21 - 31 Mar 2214.6110.32
31 Mar 22 - 31 Mar 233.71-0.71
31 Mar 23 - 31 Mar 244.007.37
31 Mar 24 - 31 Mar 259.096.14

Trailing returns (%)

YearThis fundUK Equity Income
1 Day0.650.61
1 Month1.282.26
3 Months-0.03-0.61
6 Months5.093.75
1 Year8.236.97
3 Years annualised5.965.47
5 Years annualised10.509.87
Please note that past performance is not a reliable indicator of future returns. Please use the interactive graph for benchmark comparison.


Important Information

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