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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.
Markets
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.
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- Standard Life PLC (SL.L)
- Legal and General Group PLC (LGEN.L)
- Aviva PLC (AV.L)
- Ds Smith Public Limited Company (SMDS.L)
- Delta Lloyd NV (0MK9.L)
- Cape PLC (CIU.L)
- Tesco PLC (TSCO.L)
- WPP PLC (WPP.L)
- Millennium & Copthorne Hotels PLC (MLC.L)
- Imperial Tobacco Group PLC (IMT.L)
- British American Tobacco PLC (BATS.L)
- HSBC Holdings PLC (HSBA.L)
- Aberdeen Asset Management PLC (ADNP_p.L)
- Beazley PLC (BEZG.L)
- SEGRO plc (SGRO.L)
- Catlin Group Ltd (CGL.L)
- Debenhams PLC (DEB.L)
- Close Brothers Group PLC (CBRO.L)
- Aberdeen Asset Management PLC (ADN.L)
- RSA Insurance Group PLC (RSA.L)
- Kingfisher PLC (KGF.L)
- IG Group Holdings PLC (IGG.L)
- Pearson PLC (PSON.L)
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