LF Majedie UK Equity X Acc (Accumulation)

Price as at 18 September 2020
1.56 GBP
Last change
icon-down-small -0.44%
1 year change
icon-down-small -11.34%
5 year annualised return
12 month yield
Morningstar rating
2 of 5
Risk level

Risk considerations

Past performance is not a guide to future performance. Please remember the value of your investment may go down as well as up and you may not get back the full amount you invest. We don't provide advice so if you are in any doubt about buying and selling shares or making your own investment decisions we recommend you seek advice from a suitably qualified Financial Advisor. For full information about the sources of data we use, please read the page footer.

Discrete calendar year performance

Discrete calendar year performance
Investment 30/06/14 to 30/06/15 30/06/15 to 30/06/16 30/06/16 to 30/06/17 30/06/17 to 30/06/18 30/06/18 to 30/06/19
LF Majedie... 6.61% -5.62% 23.40% 7.46% -6.72%
UK Large-Cap... 2.43% 13.11% 11.63% -9.82% 19.35%
FTSE AllSh... 0.98% 16.75% 13.10% -9.47% 19.17%

Trailing returns


Trailing returns
Investment 3 months 6 months 1 year 3 years * 5 years *
LF Majedie... 0.13% 26.88% -11.34% -3.71% 2.30%
UK Large-Cap... 0.12% -6.98% -11.97% -2.91% 2.63%
FTSE AllSh... 0.27% -7.59% -12.65% -2.80% 3.25%

Fees and Charges

Fees and Charges
Initial charge: 0.00%
Ongoing Charges: 0.65%
Performance Fee: N/A
Typical transaction cost: 0.5% of your investment (you'll be provided with the exact cost before investing in a fund)
*Online dealing commission: £12.50

Asset Allocation

Fund Objective

The Fund aims to produce a total return in excess of the FTSE All-Share Index over the long term through investment in a diversified portfolio of predominantly UK equities. “Total return” means the combined return of capital and income and a consistently positive return is not guaranteed.

IA Sector:

UK All Companies

Manager name:

Imran Sattar

Manager start date:

01 July 2019

Manager Biography:

Imran Sattar is a fund manager and analyst with 21 years’ investment experience in UK and international equity markets. Imran is responsible for co-managing the UK Focus Fund. Before joining Majedie in 2018, Imran was a Managing Director and fund manager at Blackrock, where he managed UK equity funds with combined UK equity assets of over £2bn. Imran joined Mercury Asset Management in 1997 (subsequently acquired by Merrill Lynch, now Blackrock). He holds a Bachelor of Sciences degree in Mathematics & Economics from the University of Warwick and is a CFA charter holder.

Morningstar® Category:

UK Large-Cap Equity

Morningstar Sector:


Region (geographical):


Top 10 Holdings

Top 10 Holdings
Security Weight
Unilever PLC 5.59%
Tesco PLC 4.10%
AstraZeneca PLC 3.28%
Electrocomponents PLC 3.09%
BAE Systems PLC 3.09%
Barrick Gold Corp 2.83%
3i Group PLC 2.70%
Fevertree Drinks PLC 2.58%
Royal Dutch Shell PLC B 2.57%
QinetiQ Group PLC 2.52%


Sectors Weight
Industrials 22.40%
Consumer Defensive 16.92%
Financial Services 13.95%
Basic Materials 12.26%
Healthcare 12.13%
Communication Services 8.58%
Consumer Cyclical 5.09%
Energy 5.06%
Technology 1.72%
Real Estate 1.24%

World regions

World regions
Country Weight
GBR 87.44%
USA 3.98%
CAN 2.86%
CHE 2.77%
IRL 0.88%
FRA 0.64%
NLD 0.50%
DNK 0.44%
CHN 0.30%
TZA 0.19%
Investment style
Unit type
Morningstar analyst rating™
Morningstar sustainability rating™
  • Yes Share dealing
  • Yes SIPP
  • No ShareBuilder
  • Yes ISA

Compare our accounts

Whether you're looking for a Share Dealing Account, Stocks and Shares ISA or a Self-Invested Personal Pension (SIPP), we've got an account to suit your needs.

Markets and insights

Get the latest market and company data. Read expert commentary and news.

Shares centre

Research thousands of shares on UK and international stock markets.

Important legal information

Bank of Scotland Share Dealing Service is operated by Halifax Share Dealing Limited. Halifax Share Dealing Limited. Registered in England and Wales No. 3195646. Registered Office: Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority, 12 Endeavour Square, London, E20 1JN under number 183332. A Member of the London Stock Exchange and an HM Revenue & Customs Approved ISA Manager.

Logo Web Financial Group

The information published on this website is accurate to the best of our knowledge. However, we do not assume any liability whatsoever for the accuracy and completeness of the information and any reliance you place on such information is at your own risk.

The information contained within this website is provided by Web Financial Group, a parent company of Digital Look, unless otherwise stated. The information is not intended to be advice or a recommendation to buy, sell or hold any of the shares, companies or investment vehicles mentioned, nor is it information meant to be a research recommendation.

This is a solution powered by Digital Look Ltd incorporating their prices, data, news, charts, fundamentals and investor tools on this site. Terms and Conditions Prices and trades are provided by Web Financial Group and are delayed by at least 15 minutes.

Logo Morning Star

The investments' operational and portfolio data on this website is sourced by Morningstar and is believed to be correct, but cannot be guaranteed. You should check any information you rely upon to make an investment decision to ensure that it is accurate and up to date. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Any views and opinions made by Morningstar do not represent those of Bank of Scotland.