Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

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.

 

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

Clive Beagles
Clive Beagles
25/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 60.11%
James Lowen
James Lowen
24/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 60.11%
Citywire TV
Citywire TV
Citywire TV
When Brewin's Gutteridge met BlackRock's easy Rieder

When Brewin's Gutteridge met BlackRock's easy Rieder

Following Federal Reserve chair Janet Yellen’s testimony, Ben Gutteridge, head of fund research at Brewin Dolphin, grills Rick Rieder, CIO of fundamental fixed income at BlackRock.

Play Sam Vecht: the best opportunities in frontier markets

Sam Vecht: the best opportunities in frontier markets

Blackrock's Vecht evaluates frontier markets and explains where he sees the opportunities

Play Where A-rated Pattullo is finding the best bond opportunities

Where A-rated Pattullo is finding the best bond opportunities

Henderson Global Investors head of retail fixed income explains how he is managing his fund against the surprise current monetary policy divergence.

Your Business: Cover Star Club

Profile: meet the man building Towry into an £11bn giant

Profile: meet the man building Towry into an £11bn giant

As a former engineer who worked on Hong Kong International Airport, Rob Devey is not afraid of taking on major projects

Wealth Manager on Twitter