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UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from economics to portfolio additions.

  • James Lowen
  • Clive Beagles
31 Aug 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • The better-than-expected economic recovery, particularly within the banking, mining and oil sectors, has meant a material uplift in dividend expectations across the Fund allowing us to significantly increase our guidance for Fund dividend growth.
  • Market trends were lacklustre in August with the usual Summer lull impacting trading volumes, and, to a lesser extent, newsflow.
  • The confluence of a very strong economic recovery, low valuations and forecasts that are materially too low should bode well for the Fund’s absolute and relative performance.
     

Disclaimer

For professional investors only. This is a marketing communication. 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. Information on the rights of investors can be found here.

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