How We Invest
Our UK Equity Income Funds are managed by an experienced investment team with a strong performance record.
Rigorous and disciplined
We take a highly rigorous and disciplined approach to investing. We start with a quantitative phase where we define our investment principles and select companies using a set of over 30 conditions. We then use a robust research phase where we scrutinise each company, eventually narrowing the list down to around 60 companies across various sectors and geographies.
We don’t just chase companies with big dividends; we invest in established, stable and profitable companies to achieve sustainable income growth.
We’re not rigidly constrained by a benchmark, meaning our investment managers have the flexibility to invest according to the prevailing market conditions, choosing stocks on their own merits.
Unlike other funds in this sector, we use our European knowledge and expertise to identify excellent opportunities across the continent, not just the UK.