There was a direct correlation between the worst-performing UK equity income funds during the recent sell-off and those with the highest dividend concentration risk, claims Neptune CEO Robin Geffen.
According to Geffen, who used Morningstar data, the average bottom quartile fund in the IA UK Equity Income sector during the Q1 market sell-off relies on its top ten holdings for 51.47% of its yield generation....
Tavistock plans fundraising
Months of negotiations
PARTNER INSIGHT: Ian Lance and Nick Purves, managers of the TM RWC UK Equity Income Fund, analyse the tug of war between value and growth that is being observed in markets today and why the future for value investing looks bright.
PARTNER INSIGHT: Ian Lance and Nick Purves, portfolio manager of the TM RWC UK Equity Income Fund, discuss the opportunity shift from growth to value after ten years of underperformance.
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