At the Citywire New Model Adviser Retreat in September, we conducted a poll to find out where advisers will be increasing allocations in equity and bond sectors over the next six months. Of the 67 advisers who answered our equities question, 33% said they will be allocating to UK equities.
Major Miners The Mining sector contributed 37% to the total dividends paid by the UK equity market in the last quarter*. This was more than the next five largest sectors combined. The market’s top three dividend payers, ranked by absolute pound sterling amounts handed over, were the Major Miners: Rio Tinto, BHP Group and Anglo
Annus Horribilis 2020 was a disastrous year on many fronts. It was certainly terrible for UK dividends. The lock-down prompted firms to batten down the hatches and dividends were cut across the board. In aggregate the amount of dividend paid by UK corporates fell by 43%. There were very few hiding places. Lots of companies
The UK Stock market has seen modest returns since 2000. Brexit and the UK’s “value” positioning have not been helpful. Now with Brexit behind us and the growth versus value debate less clear cut, the UK with its lower valuations and recovering earnings, offers valuable and very necessary diversification for global equities portfolios.
Slater Recovery leads the UK funds that have been the best at protecting investors’ cash. The £339m multi-cap fund, run by FE fundinfo Alpha Manager Mark Slater, was the third-best performer in the IA UK All Companies sector over the past five years, returning 140.2%. The fund has managed this while also falling less than
Why investors should entrust their hard-earned money to growth champion Mark Slater.
UK companies have shrugged off the gloom of recent years and have become the target of considerable interest from international buyers. Meanwhile, the surge of new listings shows no sign of abating.
Schroders Global Investors Study, which surveyed 23,950 investors from 33 locations globally, has found that sustainability is moving up the agenda post-pandemic, with 55% of investors now placing greater importance on environmental issues.