EN
ESThomas Moore
Thomas Moore
- AAA Rated Fund Manager
- As at: 30 June 2020
- Keyword Tags: UK
Academic Background
- BA Hons Economics & Politics with European Studies - 1st Class
Professional Background
- Investment Analyst, Schroders
Showcase Investment Fund
Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
Showcase Investment Fund
ASI UK Equity Income Unconstrained
Investment Strategy
Value investing using fundamental analysis
ISIN
GB00B1LBST30
Showcase Investment Fund
AUM
£ 1,151,200,000
Class
Institutional Acc GBP
Ongoing Charges
0.90%
10 Main Holdings
| Holdings (as at 30 June 2020) | % of Fund |
| John Lang | 4.90% |
| Close Brothers | 3.90% |
| GlaxoSmithKline | 3.60% |
| Diversified Gas & Oil | 3.60% |
| Quilter | 3.30% |
| British American Tobacco | 3.20% |
| Rio Tinto | 3.10% |
| BHP Billiton | 3.00% |
| Imperial Brands | 3.00% |
| Randall & Quilter | 2.90% |
Table of Returns
The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.as at: 30 June 2020
Start Date
05 January 2009
Total Years
11
Total Returns
| Total | Annualised | |
| Since Inception | 169.56% | 9.01% |
| 10 Year Return | 101.39% | 7.25% |
| 5 Year Return | -16.11% | -3.45% |
Benchmark(s) Returns
| Total | Annualised | |
| Since Inception | 126.22% | 7.89% |
| 10 Year Return | 91.84% | 6.73% |
| 5 Year Return | 15.17% | 2.87% |
Relative Returns
| Total | Annualised | |
| Since Inception | 43.34% | 1.12% |
| 10 Year Return | 9.55% | 0.52% |
| 5 Year Return | -31.29% | -6.32% |
Benchmark(s)
Other Funds
All equity funds managed by the fund manager
| Fund | Region | Market Cap Focus | AUM | Notes |
| ASI UK Equity Income Unconstrained | UK | £ 1,151,200,000 | - | |
| Aberdeen Standard Equity Income Trust | UK | £ 162,300,000 | - | |
| LF ASI Income Focus Fund | UK | £ 156,000,000 | - |