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View the article online at http://citywire.co.uk/wealth-manager/article/a385115

JOHCM UK Equity Income

on Apr 04, 2014 at 00:01

Citywire Verdict: The fund is one to pick if you can handle short-term volatility in return for strong long-term outperformance. Clive Beagles and James Lowen invest 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 duo focus on attractive entry points with large positions in financials. They continue to shun traditional income areas such as tobacco and have a huge underweight in the pharmaceutical sector.

For more details view the latest factsheet

 

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Look up the funds

  • JOHCM UK Equity Income GBP Acc Retail
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Look up the shares

  • Standard Life PLC (SL.L)
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  • Legal and General Group PLC (LGEN.L)
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  • Aviva PLC (AV.L)
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  • Ds Smith Public Limited Company (SMDS.L)
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  • Delta Lloyd NV (0MK9.L)
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  • Cape PLC (CIU.L)
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  • Tesco PLC (TSCO.L)
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  • WPP PLC (WPP.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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  • British American Tobacco PLC (BATS.L)
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  • HSBC Holdings PLC (HSBA.L)
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  • Aberdeen Asset Management PLC (ADNP_p.L)
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  • Beazley PLC (BEZG.L)
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  • SEGRO plc (SGRO.L)
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  • Catlin Group Ltd (CGL.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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  • Kingfisher PLC (KGF.L)
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  • IG Group Holdings PLC (IGG.L)
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  • Pearson PLC (PSON.L)
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  • Glencore Xstrata PLC (GLEN.L)
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  • Polymetal International PLC (POLYP.L)
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  • CSR PLC (CSR.L)
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  • 3i Group PLC (III.L)
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  • Halfords Group PLC (HFD.L)
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  • Restaurant Group PLC (RTN.L)
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  • Marshalls PLC (MSLH.L)
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Look up the fund managers

  • Clive Beagles
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  • James Lowen
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Arbuthnot to sell structured products business

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