JOHCM UK Equity Income

An equity fund investing in mid to small cap companies, whilst aiming to generate an attractive income.

This fund resides in the IA UK Equity Income sector, and therefore must produce a yield in excess of 110% of the FTSE All-Share, a criteria it has achieved since inception. The portfolios is constructed from a bottom-up perspective, with a focus on investing in fundamentally strong companies that are meaningfully undervalued, as well as having strong cash and dividend flows.

The strategy will focus predominately on stocks within the FTSE 350 Index that generate a prospective yield above that of the FTSE All-Share average, noting that no stock will be held purely for its yield.

The fund is differentiated from others within the UK Equity Income sector, due to its greater focus on small and mid-cap companies, in comparison with peers who invest in similar large-cap value opportunities.