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UK Equity Income Bulletin

The JOHCM UK Equity Income team discuss the macro and the micro, from global economics to new portfolio additions.

  • James Lowen
  • Clive Beagles
01 Nov 2021
View PDF   Download PDF  
View PDF   Download PDF  
  • The Fund continued to outperform in October driven by our financials, which were helped by rising interest rate expectations.
  • We increased our Fund dividend growth forecast again – this time to 62-64% for 2021, with a return to the pre-Covid level expected in 2022.
  • The return of inflation, strong operational momentum at a stock level and low valuations should leave the Fund well placed as we move towards 2022.

Disclaimer

For professional investors only. This is a marketing communication. 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. Information on the rights of investors can be found here

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