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Digital Subscriptions > Portfolio Adviser > June 2017 > DOUBLE TAKE

DOUBLE TAKE

The Threadneedle UK Equity Income Fund managers are happy to be patient and ride out share price volatility…

Double take UK equity income

We are unapologetic, bottom-up UK stockpickers, holding no overseas- listed stocks, with a contrarian approach. We do not mimic any other fund or benchmark, which differentiates us from our peer group and the index.

We like to hold a mix of ‘engine room’ free cashflow compounders that have consistently high returns on capital, strong cashflow generation and contrarian recovery positions. We are happy to be patient and ride out share price volatility, provided we see signs that companies are turning the business around or there are structural drivers.

We do not use derivatives to artificially enhance our income, meaning income generation is organic rather than synthetic.

We do not have a minimum yield requirement for a stock. This enables us to own a portfolio where some stocks have a higher yield but muted prospects of growth and others have a lower yield but the dividend growth is attractive.

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About Portfolio Adviser

Portfolio Adviser is the leading monthly publication for investment specialists, DFMs and wealth managers who represent high-net-worth clients based in the UK and the Channel Islands. It is the financial service industry’s guide to the latest trends in fund selection, portfolio construction and asset allocation.
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