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UK Equity Income Bulletin

Fund Managers James Lowen and Clive Beagles give a Fund update in a more positive month for UK economic data. 

  • James Lowen
  • Clive Beagles
30 Aug 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • UK economic data was unambiguously positive in August with the recovery accelerated by positive economic policy.
  • Over the last few weeks there has been some positive evidence emerging: the faster-than-anticipated economic recovery, the policy response taking hold, company results largely being better than expected, more differentiated stock performance, inflation data and the Fed policy change.
  • The Fund slightly outperformed over the month.

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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