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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

Allocation Breakdown

Asset Class


Equity99.61%
Fixed Income0
Commodities0
Cash0.39%

Geo


America3.95%
Greater Europe96.05%
Developed Asia0
Emerging Asia0
Central/Latin America0

Sector


Financials 15.21%
Industrials16.24%
Consumer Discretionary
Real Estate
Consumer Staples 14.1%
Materials 15.57%
Healthcare15.5%
Utilities5.34%
Technology
Energy7.89%
Communications10.15%

Top Holdings

Asset ClassWeight (%)
1. BAE Systems PLC7.75%
2. BP PLC7.57%
3. AstraZeneca PLC6.12%
4. Aviva PLC5.50%
5. Rio Tinto PLC5.32%
6. Unilever PLC5.08%
7. SSE PLC5.08%
8. RELX PLC5.05%
9. Antofagasta PLC4.81%
10. Lloyds Banking Group PLC4.74%