A number of high profile UK equity income funds are at risk of being ejected from the Investment Management Association (IMA)’s UK Equity Income peer group next July, when a long-running review of the sector ends.
Funds must have achieved the IMA’s basic yield target of 110% of the FTSE All Share yield over a three-year rolling period to remain in the UK Equity Income sector. They must also run an income level...
Small caps seem to be an immediate turn off to a lot of investors, with fixations on aggregate valuations and volatility meaning the better risk-adjusted returns that can be made within this asset class are often overlooked.
Data from TrackInsight
Reduced equity exposure to lowest since crisis
All European markets down
Manager shares his investment lessons from last 30 years