Radar Alert: CF Walker Crips Equity Income

RADAR ALERT

Managers Stephen Bailey and Jan Luthman reveal how their fund has benefited from a correct call that the recovery would be led by resources

Launched in October 2003, CF Walker Crips Equity Income fund has shown consistent strong performance. According to Morningstar, Jan Luthman and Stephen Bailey’s £65m is top quartile in the IMA UK Equity Income & Growth sector on a one, three and five-year view to 29 March, up 42.5%, 2.6% and 46.3% respectively. The past 12 months in particular has been a strong period for the fund despite the fact it was moved to the UK Equity Income & Growth sector by the IMA in September 2009. Last year, the managers built some positions in corporate bonds, but the resulting income from these bon...