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UK Equity Income Bulletin

James and Clive on why the shift in stock market leadership towards 'value' has much further to run.

  • James Lowen
  • Clive Beagles
30 Mar 2021
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View PDF   Download PDF  
  • Across March around half of the Fund’s holdings reported results or provided trading updates with the majority either beating expectations or highlighting strategic developments that were positive.
  • We have not changed our forecasted dividend growth of 37% in 2021 on a cash dividend paid basis, although our detailed analysis suggests a slightly higher growth rate. 
  • The shift in stock market leadership away from growth/momentum styles towards more valuation-aware processes has much further to run in our view. 

Disclaimer

For professional investors only. 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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