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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 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 JOHCM UK Equity Income GBP Acc Retailfactsheet

 

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Clive Beagles
Clive Beagles
15/79 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 67.09%
James Lowen
James Lowen
16/79 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 67.09%
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