Fund

TM Redwheel UK Equity Income

A value-driven approach for growth in both income and capital from UK equities.
Last Updated 12 December 2025
Assets Under Management
1 Year Return
5 Year Annualised Return
Our Analyst's View Live Portfolio Data

Key Information

ISIN
GB00BG342D73
Inception Date
04 October 2018
Annual Reporting Charge
0.60%
Ongoing Cost
0.59%
Management Fee
0.45%
12 Month Yield
3.25%
Source: Morningstar
Past performance is not a reliable indicator of future results

Performance

Cumulative Performance (%)

YTD 1Mo 3Mo 1Yr 3Yr Ann. 5Yr Ann. SI
Total Return 10.54% 4.86% 7.76% 24.91% 21.73% 14.80% 10.46%
As at last close.

Portfolio

Type

Cash 0.59%
Other 99.41%

Sectors

Communication Services 20.96%
Financial Services 20.49%
Consumer Cyclical 13.97%
Healthcare 10.22%
Energy 9.31%
Consumer Defensive 6.89%
Industrials 6.22%
Basic Materials 4.44%
Utilities 4.43%
Other 3.07%

Countries

United Kingdom 80.12%
United States 12.60%
Netherlands 3.03%
Hong Kong 1.60%
France 1.57%
Japan 1.08%

Top Holdings

Name Type Weight
Income Cash Cash 0.59%
As at 30 Jun 2026

Tags

Explore subjects related to this fund
Investments to generate income Investments to generate income Investments for growth

About the Author

Josef Licsauer
[email protected]
Josef is an Investment Trust Research Analyst and joined Kepler in September 2023. Prior to this, he was an Investment Analyst at Hargreaves Lansdown, where he was responsible for fund research across a number of sectors including Japan, Europe and Alternatives. He obtained a first-class degree in Business and Management from the University of the West of England. He also holds the Investment Management certificate.
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Disclaimer

Disclaimer

Past performance is not a reliable indicator of future results. The value of investments can fall as well as rise and you may get back less than you invested when you decide to sell your investments. It is strongly recommended that as a private investor independent financial advice should be taken before making any investment or financial decision.

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