Thomas Moore

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Thomas Moore

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.
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Showcase Investment Fund

ASI UK Equity Income Unconstrained

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Investment Strategy

Value investing using fundamental analysis

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ISIN

GB00B1LBST30

Showcase Investment Fund

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AUM

£ 1,151,200,000

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Class

Institutional Acc GBP

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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

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Start Date

05 January 2009

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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)

FTSE UK SMALL EX Investment Trusts TR

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 -