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UK Equity Income Bulletin

Vaccine developments allowed investors to look through the 2020 earnings disruption to the potential recovery. 

  • James Lowen
  • Clive Beagles
01 Dec 2020
View PDF   Download PDF  
View PDF   Download PDF  
  • Vaccine developments have allowed investors to look through the 2020 earnings disruption to the potential recovery in 2021 and beyond.
  • This provided the catalyst for a material rotation in markets from ‘growth’ stocks to ‘value’ stocks and the Fund outperformed significantly over the month. 
  • This move is small in comparison to the valuation disparities that have been growing for years; we are confident we will fully close our performance gap, as we did in other major market drawdowns.

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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