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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.
Positive Brexit developments and the consequent move in sterling drove a continuation of the market mix change in October, aiding the Fund's performance.
An update from James Lowen and Clive Beagles, managers of the JOHCM UK Equity Income Fund.
Bond yields fell materially during August leading to the sustained outperformance of more defensive sectors / bond proxies. James and Clive provide their monthly portfolio update.
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