Views & News

UK Equity Income Bulletin

| UK Equities
James Lowen
Clive Beagles
01 May 2019
  • It is disappointing that a resolution on Brexit has been delayed, but UK economic momentum remains positive.
  • The Fund outperformed with our financials performing well, driven by higher equity markets and higher bond yields, while our domestic names also staged a recovery. 
  • We remain very confident in our Fund dividend forecast of low-to-mid single-digit percentage growth for 2019. 
     

Disclaimer

This document is for professional investors only.

Source: JOHCM/Bloomberg unless otherwise stated. Issued and approved in the UK by J O Hambro Capital Management Limited (the “Investment Manager”), which is authorised and regulated by the Financial Conduct Authority. JOHCM® is a registered trademark of J O Hambro Capital Management Limited. J O Hambro® is a registered trademark of Barnham Broom Holdings Limited.  Registered address: 1 St James's Market, St. James's, London SW1Y 4AH. Registered in England and Wales under No: 2176004. Telephone calls may be recorded.

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