Twitter icon Email alerts icon Latest News RSS icon Magazine icon Stay connected:

View the article online at http://citywire.co.uk/wealth-manager/article/a745486

JOHCM's Beagles and Lowen: UK political risk is growing

by Chris Sloley on Apr 09, 2014 at 10:02

‘However, the significant and continued underperformance of certain parts of the company’s fund range means we are likely to see accelerating and persistent fund outflows that will make a near-term re-rating based on the positives we have identified harder to crystallise.’

Still in the asset management space, the pair added Old Mutual to the fund and opened a position in Brit Insurance via its IPO in March.

The JOCHM UK Equity Income fund has returned 200.6% over the five years to the end of February 2014. Its benchmark, the FTSE 350 Higher Yield, has risen 112.23% over the same period.

Sign in / register to view full article on one page

leave a comment

Please sign in here or register here to comment. It is free to register and only takes a minute or two.

News sponsored by:

Sponsored Video: Bringing it all back home


As the UK coalition government strives to rebalance the national economy, so called 'reshoring' looks set to play an increasingly important role in economic recovery.

Today's top headlines

Sponsored Video: Barings on investing in Frontier Markets


From Nigeria to Pakistan and from Kenya to Kuwait, frontier markets are catching investors' attention as never before.

More about this:

Look up the funds

  • JOHCM UK Equity Income B Acc
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

Look up the fund managers

  • James Lowen
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them
  • Clive Beagles
    Register or Sign in to receive email alerts for items in your favourites whenever we write about them

More from us

Archive

On the road

Click here to find out more from the Audience Development team.

Sorry, this link is not
quite ready yet