JOHCM UK Equity Income Y Acc
- Citicode
- JD1C
- Launch Date
- 13-05-2013
- Fund Size
- £1,794,030,164
- Yield
- 4.90%
- Ongoing Charge
- 0.67%
- Fund Managers
- Clive Beagles
James Lowen
Fund 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 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.
Top 10 Holdings
Asset Class
Fund Manager
Clive Beagles
Start Date
01-04-2008
Bio
Clive co-manages the JOHCM UK Equity Income Fund, alongside James Lowen, and is one of the UK’s most highly respected equity income managers. Prior to joining JOHCM, Clive worked at Newton Investment Management as Investment Leader, UK Equities and managed the successful Newton Higher Income Fund for three years. Clive holds a BA (Hons) in Economics and is an associate member of the Institute of Investment Management and Research.
Fund Manager
James Lowen
Start Date
01-09-2007
Bio
James co-manages the JOHCM UK Equity Income Fund, alongside Clive Beagles. James is a qualified Chartered Accountant and joined Newton Investment Management in 1998 as a member of their Research Department. James holds a first class degree in Economics from the University of Exeter and is an associate member of the Institute of Investment Management and Research.
Data source:
All financial data is supplied by FE
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