Hugh Yarrow (pictured) and Ben Peters, managers of the Evenlode Income fund, have revealed the top five stocks which have helped drive the success of their top-performing portfolio.
The £235m fund is in the top quartile of the IA UK Equity Income sector over one, three, and five years, having returned 52% over three years to 24 February versus an average of 46%, according to FE. Below, the managers name five attractively valued stocks currently contributing to recent outperformance. Sage Sage is the global market leader for the provision of enterprise software to small- and medium-sized businesses. The group has limited capital requirements, so it routinely converts its profits into high levels of cashflow. The current dividend yield is 2.7%, and the most rece...
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