In the first of a new series of articles, FE Research picks out hidden gem funds for your portfolios.
Process This fund invests in UK bonds and equities with the aim of providing its clients with income and capital appreciation. UK equities make up the majority of the fund, as manager Julian Lewis believes there are better opportunities in this area. He begins his investment process by screening UK stocks to dismiss two types of companies: those with a dividend that is too low to meet the fund’s income objective and those with a dividend yield that is too high, as he believes this limits their potential for capital appreciation. Lewis and his team of analysts then run an in-depth st...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes
