UK Equity Income Bulletin

UK Equity

Fund Overview

• 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 abide by a strict
dividend yield discipline, which leads to an emphasis on higher-yielding stocks and
promotes a naturally contrarian style.
• The Fund will typically have significant exposure to small and mid-cap stocks, often
giving the portfolio a different holdings profile to many other income funds.
• Benchmark: FTSE All-Share Total Return Index.

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