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UK Equity Income

Exposure to large and stable household names in the UK via systematic and transparent process.

Strategy Description

The UK stock market offers some of the highest yields globally and presents an interesting post-BREXIT opportunity to investors.

We score all listed UK stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included.

We then construct a concentrated portfolio of the highest scoring names to create a high-yielding UK equity exposure.

This strategy can also be accessed in a Europe ExposureGlobal ExposureHong Kong ExposureJapan Exposure and a US Exposure

PrintFact Sheet

Portfolio Performance

202020212022YTD
Portfolio (%)-16.7317.95.863.01
Annualized ReturnStandard DeviationDividend Yield
Portfolio1.83%20.52%5.4%

Allocation Breakdown

Asset Class


Equity99.49%
Fixed Income0
Commodities0
Cash0.51%

Geo


America0
Greater Europe100%
Developed Asia0
Emerging Asia0
Central/Latin America0

Sector


Financials 23.46%
Industrials5.32%
Consumer Discretionary4.82%
Real Estate
Consumer Staples 9.13%
Materials 9.56%
Healthcare13.65%
Utilities9.93%
Technology
Energy9.56%
Communications14.57%

Top Holdings

Asset ClassWeight (%)
1. BAE Systems PLC5.43%
2. Shell PLC5.00%
3. Aviva PLC4.99%
4. SSE PLC4.93%
5. Rio Tinto PLC4.92%
6. Vodafone Group PLC4.91%
7. National Grid PLC4.89%
8. DS Smith PLC4.83%
9. GSK PLC4.76%
10. BT Group PLC4.72%