UK equities

Reintroduced British American Tobacco and Imperial Brands to portfolios

Traditional sources of investment income are facing structural issues, while the alternative income sector is booming.

Originally held the trust in 2015

Fixed income best-selling asset class

Opportunities abound despite Brexit uncertainty

Data from Morningstar Direct

Retail companies could exceed expectations

We expect to see continued market volatility and macroeconomic uncertainty in the UK throughout 2019, not least due to Brexit.

Levels close to those pre-Global Financial Crisis

Impact of political turmoil and Brexit