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UK Equity Income Bulletin

A portfolio update from James and Clive in a month which saw a brief value rally. 

  • Clive Beagles
30 Jun 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • The value rally helped the Fund outperform dramatically in the first 10 days of June.
  • Some of this outperformance was lost over the rest of the month after negative news flow surrounding the risk of a second wave of Covid-19 in southern US states.
  • After a busy few months in terms of changes, portfolio activity was muted in June as we now feel we have a strong portfolio of high quality value names. 

Disclaimer

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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