|Asset Group||Asset Sub-Group||Investment Category|
|Equities||UK equity income||Adventurous|
Manager, Henry Dixon focuses on dividend growth as opposed to the absolute level of yield, and runs a multi-cap portfolio with a distinct bias towards smaller UK dividend-payers. As the fund does not own many of the typical names owned by larger dividend-focused funds, it could experience greater volatility of returns than competitors. This fund may be suitable to complement a core portfolio.
Dixon takes a value-based investment approach and has managed to produce exceptional returns in excess of the benchmark over the short and medium-term despite the style being out of favour. The fund is relatively concentrated with 65 holdings. The manager also has the ability to invest in the bonds of companies where the team’s analysis of the capital structure suggests more attractive capital upside and income potential than in its equities. At the end of 2019 it had 2% in bonds and 9% in cash.
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Annual performance can be found on the factsheet of each fund, trust or ETF. Simply click on the asset’s name and then the performance tab.
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