Wealth Manager - the site for professional investment managers

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

Trojan Income

Citywire Selection Verdict: Our most defensive income pick, Francis Brooke is one of the most consistent performers in the sector for outperformance with much lower volatility than his peers. The fund has a high consumer weighting, mainly through domestic utilities and high yielding tobacco firms. Brooke has a bearish view on the market and tends to avoid cyclical sectors. His investment process over the years has changed very little and seeks stable or growing businesses with excellent cash flows and sustainable yields. Brooke’s reluctance to participate in market rallies can lead to bouts of short term underperformance, however, over the long term this fund delivers.

For more details visit the latest

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Your Business: Cover Star Club

Profile: Thomas Miller explains its post-restructure plans

Profile: Thomas Miller explains its post-restructure plans

Thomas Miller Investment’s (TMI) head of wealth Matt Phillips has strong opinions about many things

Wealth Manager on Twitter