UK Equity Income
Overview
Established stock pickers James Lowen and Clive Beagles operate a strict yield discipline: they only buy stocks that they believe will yield more than the FTSE All-Share Index on a prospective basis, although every stock held must also have the potential for capital appreciation. This focus on higher-yielding stocks leads to a naturally contrarian style. The fund managers particularly aim to add value from small and mid-cap holdings.
Please note that for capacity reasons the strategy is now 'soft-closed' to new investors.