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JOHCM UK Equity Income

JOHCM UK Equity Income managers James Lowen and Clive Beagles believe analysts are missing a trick in the way they value many companies.

 

Citywire Verdict: This fund invests across the market cap spectrum  and while its mid-cap allocation may have increased the portfolio’s volatility it has worked to great effect. Always strong in a rally, the managers focus on attractive entry points with large positions in financials and media. Beagles and Lowen have maintained an overweight position in consumer facing stocks while shunning traditional income areas like tobacco and pharma and not owning miners has also boosted returns recently. One to pick if you can handle short term volatility for strong long term outperformance.

For more details view the latest factsheet.

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  • JOHCM UK Equity Income GBP Acc Retail
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  • Standard Life PLC (SL.L)
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  • Legal and General Group PLC (LGEN.L)
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  • Millennium & Copthorne Hotels PLC (MLC.L)
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  • Imperial Tobacco Group PLC (IMT.L)
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  • Debenhams PLC (DEB.L)
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  • Close Brothers Group PLC (CBRO.L)
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  • Aberdeen Asset Management PLC (ADN.L)
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  • RSA Insurance Group PLC (RSA.L)
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  • Pearson PLC (PSON.L)
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Look up the fund managers

  • Clive Beagles
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  • James Lowen
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Standard Life makes tax ‘gift’ to investors

by Gavin Lumsden on May 24, 2013 at 16:46

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