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Fund of the Week: Liontrust Macro Equity Income
by Frank Talbot on Oct 04, 2012 at 11:31
The search for income has been a scramble ever since the financial crisis began. The security that steady income offers investors in these uncertain times has been placed at a premium to virtually all other asset classes. But where can you find it? With government bond yields pushed down to all time lows, high yield, property and equity are the places to find it. However, all of these carry with them large helpings of risk and all have performed very well.
This leave's investors with a quandary, if I invest now have I missed the boat? Jan Luthman and Stephen Bailey, managers of the CF Liontrust Macro Equity Income fund believe that dividend growth can be found through Western companies tapping into the growing demand in the emerging world.
Crucially, they feel that the valuations of these companies are justified and are comforted by their ability to consistently grow dividends.
This is a UK equity income fund, so at least 80% of the assets must be invested on our shores, but the breadth of the UK market means they can avoid domestically-focused companies.
This fund has consistently demonstrated an ability to outperform both rising and falling markets and with its defensive stance and strong yield it is well positioned to make the most of the persistent volatility.
Our Citywire Selection picks are based on our totally impartial analysis of the funds and managers we believe have established the best track records, operate the best investment strategies and offer the most potential for investors.