J O Hambro Capital Management UK Equity Income M GBP Inc
ISIN GB00BRJRX783 / Valor null
J O Hambro Capital Management UK Equity Income M GBP Inc
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General Objective
The fund aims to generate long-term capital and income growth through active management of a portfolio of UK listed equities. Established income investors James Lowen and Clive Beagles follow a strict dividend yield discipline, emphasizing higher-yielding stocks and promoting a naturally contrarian style.
Fund Exposure
The fund typically has significant exposure to small and mid-cap stocks, giving the portfolio a different holdings profile compared to many other income funds. The fund's exposure includes sectors such as industrials, financials, consumer discretionary, basic materials, and energy.
Risks
Risks associated with this fund include the investment in shares of small-cap companies, which tend to be less liquid and more volatile due to lower trading volumes. Additionally, the annual management charge is deducted from the fund's capital, potentially limiting capital growth despite increasing income. Investors should be aware that past performance is not a guarantee of future results and the value of investments can fluctuate due to market and currency movements.
Source
https://www.johcm.com/funds/johcm-uk-equity-income-fund-uk/
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