Equities

'Potential headwinds of a stronger euro'

UK dividend growth rose 6.1% in underlying terms

Europe's economic recovery continues to broaden and deepen. The ongoing expansion is supported by a synchronised global growth backdrop with few medium-term concerns coming from the international trade impulse.

'Unjustly punished in sell-off last year'

The market for income funds is more and more crowded, which speaks to both the underlying attraction of the asset class and the willingness of fund houses to play to that demand.

Managed by Rik den Hartog

Underperformed other developed markets

Stocks chosen from the FTSE 350 and Stoxx 600

Took over in January

Fallen 1.1% to 7,323 points