Our approach

A disciplined UK equity income strategy can help investors achieve their savings and retirement objectives through dividend growth.

We believe our UK Equity Income Fund offers a differentiated proposition based on a consistent and fundamentally driven investment approach, looking through market noise to take a longer-term view on idea generation as well as employ disciplined portfolio construction.

Consistent beliefs

Our portfolio managers have over 13 years’ track record, focused on long-term sustainable company cashflows and valuation discipline.

Income, income and capital growth

We invest with a three-bucket approach, seeking stock ideas across cashflow compounders, future cashflows and cashflow recovery.

Portfolio construction

We manage the fund with disciplined portfolio construction, based on self-imposed limits on position sizing, sell discipline and rigorous risk management.

Ratings UK equity income fund

Potential benefits

We believe our approach to managing UK Listed equity income can offer clients a differentiated and fundamental holding in their portfolio that aims to offer the following benefits:


Our three-bucket cashflow approach to idea generation can provide resilient returns regardless of market-style rotations.

Attractive returns

Our approach can provide a higher exposure to mid-cap companies than competitor funds due to our focus on fundamentals across income, income growth and capital growth rather than historic overdistribution from a handful of mega caps.


Our consistent and disciplined approach to investing and portfolio construction aims to generate a consistent long-term return profile.

Key risks

For further information on the risks and risk profiles of our funds, please refer to the relevant KIID and Prospectus.

The value and income from the fund's assets will go down as well as up. This will cause the value of your investment to fall as well as rise. There is no guarantee that the fund will achieve its objective and you may get back less than you originally invested.

UK Listed Equity Income Fund team

Markets are often driven by fear and greed. We maintain a consistent approach to look through that noise to instead invest on company fundamentals and cash generation while always disciplined about valuation.

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