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JOHCM UK Equity Income

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, they held out during the mid-cap sell off in 2014. 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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Clive Beagles
Clive Beagles
19/80 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 63.68%
James Lowen
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18/80 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 63.68%
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