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Trojan Income

Citywire Selection Verdict: Our most defensive income pick, Francis Brooke is one of the most consistent performers in the sector who outperforms but 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 reluctance to participate in market rallies can lead to bouts of short term underperformance, however, over the long term this fund delivers.

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Francis Brooke
Francis Brooke
52/78 in Equity - UK Equity Income (Performance over 3 years) Average Total Return: 41.30%
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Profile: The opportunity set that attracted Brett Williams to wealth management

Profile: The opportunity set that attracted Brett Williams to wealth management

Brett Williams is best known for helping to build some of the biggest platforms in the IFA market.He made the move over to wealth management to head SEI’s UK business earlier this year in the belief that this is where the best opportunities now lie.

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