UK Equity Income Bulletin

An update from James and Clive in a dramatic month which saw one of the fastest stock market falls in history.

  • James Lowen
  • Clive Beagles
01 Apr 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • ​​​​​​The main negative impacts on performance over the month were amongst financials and UK domestics; many of the latter – where our main exposure is building / construction-related – have temporarily closed.
  • Nevertheless, as we experienced in 2009, many of these stocks and other potential new names, will have substantial recovery potential over the next few months if the uncertainty begins to fade. 


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.

For a better experience, we recommend viewing this website in landscape orientation.