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UK Equity Income Bulletin

James and Clive's latest portfolio review covering February, a month which saw a sharp rise in government bond yields.

  • James Lowen
  • Clive Beagles
01 Mar 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • The stand out feature of February was the very sharp rise seen in government bond yields across most Western economies as markets became increasingly confident about progress with Covid-19.
  • The Fund has shown a strong recovery since October 2020 and the economic and market context should continue to provide a major tailwind to Fund performance.
  • Greater clarity over Brexit, significant pent-up demand, and fiscal and monetary stimulus that will likely remain very high, should create a strong backdrop for the lowly-valued UK market.  
     

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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