Is your equity income manager
invested for the future?
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Since the launch of the Investec UK Equity Income Fund in January 2015 we have seen unusual conditions in the realms of politics, economics and markets. Portfolio manager Blake Hutchins reveals his process for managing the Fund through this challenging environment.
Watch the three part video series
Identifying the hallmarks of quality
While successful companies move with the times, the hallmarks of quality remain the same. In this video Blake outlines his criteria for making it into the portfolio.
Identifying positive change
Even quality companies go through difficult times. In this video Blake explains how exposure to change agents help to produce a resilient total return.
Income in action
We live in interesting times. In this video Blake recounts how the fund was able to continue to deliver income despite Brexit, oil price volatility and interest rate normalisation.
Macro
In a nutshell
MORE CONTENT FROM INVESTEC
Q3 2018 Fund Update
As well as discussing performance and positioning over the quarter, Blake looks at the role that small and caps play in his portfolio.
Blake Hutchins on the UK’s record dividend haul – listen to the podcast
Blake Hutchins discusses the UK’s record quarterly dividend haul with Lindsay Williams.
Quality Companies
Some of the Quality stocks held in the Investec UK Equity Income Fund are likely to be amongst your most used brands.
Up And Incoming
Successful companies move with the times, but the hallmarks of quality stay the same.
Visit our UK Equity Income Fund page
The full documentation that should be considered before making an investment, including the Prospectus and Key Investor Information Documents, which set out the fund specific risks, is available from Investec Asset Management.
This material is for informational purposes only and should not be construed as an offer, or solicitation of an offer, to buy or sell securities. All of the views expressed about the markets, securities or companies reflect the personal views of the individual named. While opinions stated are honestly held, they are not guarantees and should not be relied on. Investec Asset Management in the normal course of its activities as an international investment manager may already hold or intend to purchase or sell the stocks mentioned on behalf of its clients. The information or opinions provided should not be taken as specific advice on the merits of any investment decision. This content may contains statements about expected or anticipated future events and financial results that are forward-looking in nature and, as a result, are subject to certain risks and uncertainties, such as general economic, market and business conditions, new legislation and regulatory actions, competitive and general economic factors and conditions and the occurrence of unexpected events. Actual results may differ materially from those stated herein. Investec Asset Management is authorised and regulated by the Financial Conduct Authority, September 2018.
