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UK Equity Income Bulletin

Positive Brexit developments and the consequent move in sterling drove a continuation of the market mix change in October, aiding the Fund's performance.  

  • James Lowen
  • Clive Beagles
01 Nov 2019
View PDF   Download PDF  
View PDF   Download PDF  
  • October saw a continuation of the powerful market mix change as political developments translated into a material shift in sterling and market leadership.
     
  • The majority of the Fund performed well with our small cap positions, banks and insurance names contributing meaningfully over the month. 
     
  • This continued sharp rotation in the market meant we made a number of changes to the Fund and added one new stock, Costain. 
     

Disclaimer

Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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