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UK Equity Income Bulletin

Better mood music around Brexit and increasing expectations of a Biden victory in the US election helped October's relative performance.

  • James Lowen
  • Clive Beagles
02 Nov 2020
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View PDF   Download PDF  
  • We are about to enter a period of intense news flow, with the US election outcome, a potential Brexit conclusion and the possibility of a Covid-19 vaccine all due imminently.
  • The Fund’s positive relative performance over the month was largely down to better mood music around Brexit (which led to a small uptick in sterling) and increasing expectations of a Biden victory in the US election.
  • We expect the Fund to recover strongly if we see either: a Brexit resolution, a Biden victory/Democratic Senate or a Covid-19 vaccine.
     

Disclaimer

For professional investors only. 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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