Strategy

Strategy focus: A smoother ride in UK equities

Strategy focus: A smoother ride in UK equities

An investment strategy that focuses on high-quality companies and is well diversified across investment styles and sectors should stand UK equity investors in good stead when the ‘skies clear’, according to JP Morgan fund manager James Illsley. ‘Don’t ask me about...

Strategy focus: A different source of alpha

Strategy focus: A different source of alpha

JPM UK Equity Plus shorted eight out of 10 of the worst performing UK stocks last year and did not own the other two, positioning that contributed more than 3.3% of alpha for the year. The ability to short stocks is a defining feature of the fund and differentiates it...

The audience angle: Mitigating risk in UK equities

The audience angle: Mitigating risk in UK equities

Galvanised by the general election result and ‘Boris bounce’, savers poured £1.3 billion into UK equity funds in December – inflows not seen since 2013. This new-found confidence was felt across the UK commercial community, with demand for funds investing in large,...

Strategy focus: diversifying dividends with Mercantile

Strategy focus: diversifying dividends with Mercantile

Mercantile, the largest UK equities investment trust, has seen a ‘substantial pick-up’ in the income it pays to investors – strengthening the case for income-seekers to diversify into smaller companies. The trust is Winterflood Investment Trusts’ preferred pick in the...