Income, with a value focus

Some of the best-known and most successful funds in the UK are equity income portfolios. However, this group contains a multitude of approaches.

We seek companies which are attractively valued and generating healthy free cashflows and who are committed to a meaningful dividend policy.

Our philosophy in action

 

Research process

Key elements of our construction process:

  • Seeking a discount to intrinsic value
  • Above-average income
  • Total return mind-set
  • High active share
x
Strategy Investment style AUM(£M)* Average no. of holdings
Asian Income Valuation driven, total return strategy with a focus on providing income ahead of the market 685  56
UK Equity Income High conviction, concentrated strategy. All Cap with a focus on providing income ahead of the market 820 46
Europe ex-UK Income Valuation driven, concentrated total return strategy with a focus on providing income ahead of the market 350   50

*As at 1 November 2019

Income team

Find out more about the team that manages our Income strategy.

Income team