UK expertise you can count on
The UK equity market is one of the most diverse markets globally, providing access to attractive companies with broad international exposure, as well as strong domestically-focused stocks.
Capitalising on these opportunities requires dedicated expertise. Our experienced UK equity investors select attractive investments using a distinctive stock selection process that has been fine tuned for over three decades.
We aim to invest in UK companies that are attractively valued, have the highest quality management teams, and which can grow their profits over time.
The UK stock market is full of long-term opportunity
Our active stock research is designed to help investors capitalise on the UK stock market's growth and income potential:
- The UK stock market is cheap with valuations at the lower end of their historic range.
- In a world where income is increasingly hard to come by, UK equities offer an attractive dividend yield relative to other equity markets.
- UK equities continue to demonstrate their resiliency and M&A activity continues to give us conviction in the valuation opportunity that the UK stock market presents.
UK equity valuations
Source: IBES, LSEG Datastream, MSCI, ONS, J.P. Morgan Asset Management. The cyclically adjusted P/E (CAPE) is price-to-earnings ratio adjusted using trailing 10-year average inflation-adjusted earnings. Data as at 31 March 2024.
UK equity solutions for every investor
Whether you’re looking for a fund to sit at the core of your portfolio, or want to add diversification via an unconstrained, active extension or small cap strategy, our UK equity OEICs and investment trusts provide a comprehensive range of solutions, spanning the full risk-return spectrum.
Get in touch with our team.
Contact us for more information on our fund range, or to speak to your local Client Adviser.
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