Wealth Manager - the site for professional investment managers

Register for full access to Citywire’s Fund Manager database, news and analysis. Registration is free and only takes a minute.

Fund of the Week: JOHCM UK Equity Income

I've recently parked a small part of my pension in the JOHCM UK Equity Income fund run by Clive Beagles and James Lowen but this is not an investment for the faint hearted.

Blending the relatively stable large income paying stocks in the UK with their racier medium-sized peers, making it quite choppy over the short-term and liable to fall faster than its peers during difficult periods.

However, there are many reasons to be positive on the fragile global recovery and that, along with just how cheap equities have become has forced my hand. So I've moved 10% of my pension out of cash and into UK equities, which has taken more than its fair share of the negative sentiment given its proximity to Europe.

This is one to pick, if like me you are tired of all the doom mongering and want to put some of your assets back into the market and hold on tight for the long term.

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 best potential for investors.

Leave a comment!

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

Related Fund Managers

James Lowen
James Lowen
16/79 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 67.09%
Clive Beagles
Clive Beagles
15/79 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 67.09%
Citywire TV
Play Investment Pulse: the highs and lows of 2014

Investment Pulse: the highs and lows of 2014

This week's Investment Pulse looks back at some of the biggest stories of the year as well as looking forward to 2015.

Play Inside ETFs: Why the US bull-run still has legs

Inside ETFs: Why the US bull-run still has legs

Global equities suffered a sharp sell-off in the third quarter but exchange traded fund investors are continuing to back the US to outperform in 2015

Play Paul Niven: I won't rip up the Foreign & Colonial Trust history book

Paul Niven: I won't rip up the Foreign & Colonial Trust history book

The newly appointed manager of the Foreign & Colonial trust talks about his plans for UK's oldest investment company.

Your Business: Cover Star Club

Manchester wealth firm hires Coutts director for London launch

Manchester wealth firm hires Coutts director for London launch

Former Coutts director Tony Robinson has joined Chartered Wealth Management to head the company’s newly opened London office.

Wealth Manager on Twitter