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.

A-rated by Square Mile
The fund is A-rated by Square Mile. You can access their talking factsheet and fund snapshot here.
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:
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

Chris Murphy
Senior Portfolio Manager

James Balfour
Portfolio Manager
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.
Need more information?
For further information, please contact our investment sales team.
Explore our equities range
Equities views
-
Buy it or build it: Why innovation is key in healthcare
1 Jun 2023
Healthcare is a dynamic industry, but patent expiries from 2025 and drug-price reform in the US pose challenges. Innovation will be key for continued success, as experts from our credit, equity and ESG teams explain.
-
Global megatrends: How climate, nature and social change will reshape economies
30 May 2023
Climate change, natural resource scarcity and social shifts are transforming the corporate landscape. Investors need to understand the implications of these sustainability megatrends to manage risks and seize opportunities.
-
Gains or glitches? What generative AI means for investors
24 May 2023
The release of ChatGPT has heralded an artificial intelligence boom. We assess the investment and ESG considerations.
-
Fragilities exposed as cheap money disappears
5 May 2023
Cracks have begun to emerge in the banking sector in recent weeks. As the tide of cheap money that has flooded financial markets for more than a decade ebbs, members of our investment teams are on the lookout for other signs of distress.
-
Theory of reflexivity: How share prices can influence companies’ intrinsic value
12 Apr 2023
When markets fall, equity investors should become more constructive on the prospects for future returns. However, as prices fall, intrinsic value may be influenced. Discerning which factors drive this could help investors capitalise and avoid getting caught in value traps.
-
Shifting tides: Can we clean up forever chemicals?
27 Mar 2023
Litigation is mounting, regulation is tightening, and 3M will exit the production of PFAS. Will others follow suit, and can we remove PFAS and other forever chemicals from our drinking water?
-
The investment implications of peak fossil fuels
24 Mar 2023
Energy analyst Kingsmill Bond considers if peak fossil-fuel consumption has been reached and whether investors appreciate the implications.
-
Climate adaptation and resilience: Preparing for a warmer, wilder world
22 Mar 2023
Millions of hours have been spent negotiating net-zero targets, but many human-led climate impacts are already locked in. Our credit and equities portfolio managers explain where they see opportunities in solutions providers that will help society adapt for the new reality.
-
Five principles for performance persistence
15 Mar 2023
Barney Goodchild, Francois De Bruin and Richard Saldanha set out the thought process behind our Global Equity Endurance strategy.
-
Global equity income: Swimming against the tide
14 Mar 2023
Despite the recent upturn in global equities, Richard Saldanha explains why investors should be cautious in chasing a cyclical rally.
-
Gas versus renewables: Does natural gas have a future?
8 Mar 2023
The war in Ukraine has thrown up huge uncertainties around the role of gas in the energy system. Experts from our credit, ESG and real assets teams discuss the implications for traditional energy and renewables companies.
-
What does the data say? Three charts multi-asset investors should know about
6 Mar 2023
We take a visual approach to explain what’s happening with bonds, equities and oil.
-
Bank securities: Unloved, but why?
16 Feb 2023
Oliver Judd and Betty Sanchez Torres argue that despite a recovery in prices, banking sector securities continue to offer value so long as a deeper recession is avoided.
-
Bear rallies and bucket lists: Navigating UK equities in 2023
14 Feb 2023
Despite hopes inflation will be brought back under control and that the prospects for the UK economy might not be as gloomy as feared, Charlotte Meyrick and Trevor Green explain why equity investors must remain disciplined in 2023.
-
Follow the leader: Why companies should take the drama out of CEO succession planning
19 Jan 2023
Botched leadership handovers can severely impair company performance. To satisfy investors, boards need to take succession planning more seriously, argue Trevor Green and Louise Piffaut.
-
Charging up: Batteries and the fight against climate change
5 Jan 2023
Batteries are set to play a crucial role in helping to decarbonise the global transport and energy sectors. As capital floods into an industry experiencing exponential growth, we look at the key considerations for investors.