Why now is the time to consider a multi-cap approach to UK equity income

Overview

Date Wednesday, 24th January 2024, 11:00am Duration 57 minutes

Register to attend

Five years ago, we launched an equity income fund with a difference. Our idea was simple – to construct an equity income product that was capable of delivering better than market earnings and dividend growth through the cycle.

Recently, we have seen positive news for growth equities from both an economic, and an interest rate perspective, and from a valuation stand-point UK equities remain extremely cheap against long term metrics.

So, what does this mean for UK income investors? Hear from Chris McVey lead fund manager of the FP Octopus UK Multi Cap Income Fund who’ll explain the benefits of the fund’s broad investment universe, its core-satellite investment approach and why he believes now is the time to invest in the UK.

This webinar will cover:

  • The ‘double-discount’ opportunity in the UK stock market.
  • How a multi-cap approach to income investing can support your clients’ objectives.
  • Fund performance and learnings over its first five years.

Key risks:

  • Our investment products put capital at risk. The value of an investment can fall or rise and you may not get back the full amount you invest.
  • The shares of smaller companies are likely to fall and rise in value more than shares listed on the main market of the London Stock Exchange. They may also be harder to sell.
  • For the FP Octopus UK Multi Cap Income, fees will be deducted from capital, which will increase the amount of income available for distribution. However, this will erode capital and may hinder capital growth. Yield is not guaranteed. 

Your hosts:

Chris McVey

Chris McVey

Fund Manager