Register to get unlimited access to Citywire’s fund manager database. Registration is free and only takes a minute.

Martin Cholwill's six top niche UK equity income ideas

Royal London Asset Management's UK equity income AAA-rated star reveals six of his best ideas beyond the mainstream.  

Martin Cholwill

Citywire AAA-rated Martin Cholwill has run the £954.7 million Royal London UK Equity Income fund since 2005. In three years the fund has returned 65.2%, compared ith a return of 36.3% for the FTSE 350, while in five years it has returned 180.5% compared with 112.2% for the index.

The fund invests solely in high yielding UK stocks, with an emphasis on sustainable dividends. Here he reveals six of his best ideas.

Leave a comment!

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

Martin Cholwill

Citywire AAA-rated Martin Cholwill has run the £954.7 million Royal London UK Equity Income fund since 2005. In three years the fund has returned 65.2%, compared ith a return of 36.3% for the FTSE 350, while in five years it has returned 180.5% compared with 112.2% for the index.

The fund invests solely in high yielding UK stocks, with an emphasis on sustainable dividends. Here he reveals six of his best ideas.

Leave a comment!

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

Ricardo

Environmental legislation for emissions is driving growth for this engineering consultancy. Many car companies now contract out a higher proportion of their R&D than before the credit crunch. Ricardo has a strong market position and has delivered real value to its clients.

Leave a comment!

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

Spirax Sarco

A company with a 15% global market share in products and services that optimise industrial steam processing. It is as large as its next four competitors combined, putting it in a very strong strategic position to sustain its record of delivering year-on-year dividend growth.

Leave a comment!

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

BBA Aviation

An aviation services company whose market is growing faster than GDP and will benefit as the US economy recovers. There is scope to bolster its market position through further acquisition.

Leave a comment!

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

Restaurant Group

An organic growth story with a strong roll-out programme of its restaurant formats, which is delivering a consistently high return on investment. Its strong balance sheet and consistent cashflow support sustainable dividend growth.

Leave a comment!

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

WH Smith

A story of strong cashflow and capital discipline, with organic growth in its travel business and strong cashflow from its mature high street operation. A recovery in airline travel could help provide a cyclical kicker to organic growth rates in its travel business.

Leave a comment!

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

Investec

An unloved business with a strong wealth management operation, whose shares are very cheap on a sum-of-parts basis. A strategic review may result in it selling the weaker parts of its banking operation, resulting in a bank with a high return on equity and realising value for shareholders.

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

Martin Cholwill
Martin Cholwill
16/82 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 64.43%
Citywire TV
Brewin's Gutteridge: Yuan direction

Brewin's Gutteridge: Yuan direction

This week Brewin Dolphin's research head chats to Fidelity Asian Investment Directors Jenny Lee and Gary Monaghan about the big changes in China.

Play On the Road Challenge: horsing around on the polo pitch

On the Road Challenge: horsing around on the polo pitch

Libby Ashby takes to the polo pitch with Stuart Leigh-Davies from Redmayne-Bentley for an 'On the Road' challenge.

Brewin's Gutteridge: where Miton's Godber sees value

Brewin's Gutteridge: where Miton's Godber sees value

This week Brewin Dolphin's research head talks to George Godber, co-lead fund manager of the Miton UK Value Opportunities fund, about value investing.

Your Business: Cover Star Club

Profile: what tempted Brewin's Glasgow team over to Rathbones?

Profile: what tempted Brewin's Glasgow team over to Rathbones?

Rathbones’ Glasgow office has only been open for three months but the team, led by Angus Kerr, has already attracted new clients

Wealth Manager on Twitter