Nine UK Equity Income funds for all occasions
By International Adviser, 10 Feb 16
The presence of so many mega-cap stocks in the UK market introduces a risk for equity income investors, in the form of dividend concentration.
Funds to watch - Assets Under Management
Funds To Watch – Assets Under Management
- In 2013, management of the Jupiter Income Trust was passed to Ben Whitmore, who has also managed an unconstrained UK equity strategy since 2006 that follows a disciplined contrarian approach. He is an experienced investor who has built a strong track record by investing in high-quality, undervalued stocks with limited reference to benchmark weightings.
- The Artemis Income Fund has grown to almost £7bn with the support of a strong long-term performance track record and a stable and experienced team. It has a bias towards large caps, reflecting the impact of high assets under management as well as the manager’s view that there are limited attractive ideas in small and mid caps at present.
- The Newton UK Income Fund represents a relatively flexible investment strategy with a less consistent style bias. It invests in those businesses that should benefit from key long-term themes identified by the research team, while also fulfilling fundamental and valuation related criteria.
