The fund offers investors access to a diversified multi-cap, multi-factor portfolio of attractive stocks and aims to generate a healthy dividend yield
Why UK Equity Income?
Investors can have access to, what we believe to be the most attractive equity income opportunities in one of the best value stock markets in the developed markets. The fund’s diversification means that it has low correlation to – and therefore blends well with – other income funds. The investment team works within the proven framework of the Potential, Valuation, Timing (PVT) process.
Investment philosophy and process
The portfolio manager invests according to River and Mercantile's long established PVT philosophy, where stocks are evaluated by a combination of their potential to create value, their valuation and the timing of buying into a position.
Sophisticated quantitative analysis and intelligent screening finds only the best opportunities for the manager and investment team to debate and validate by applying rigorous fundamental research.
Square Mile Talking Factsheet
In this short, independently produced video (from May 2021), Square Mile Research shares its opinion on the ES R&M UK Equity Income Fund.
Square Mile’s in-depth, qualitative research focuses on the fundamentals: manager and environment, investment philosophy and objectives, investment process, portfolio construction, management of risk and value for money.
Views from the manager
Watch the latest webinar with Dan Hanbury in which he discusses the fund, the market and his current thinking re positioning and outlook.
Please note that this webinar is hosted by BrightTALK, a free service which does require users to register with their name and a valid email address.
About the fund manager
Daniel Hanbury
Head of Income and Smaller Companies PVT Equities
Graduating from Loughborough University in 1996 with a First-Class Honours Degree in Mechanical Engineering, Dan began his career at Schroders on the UK Fund Management desk before joining the research department as an analyst in the UK Research Team. He joined Investec Asset Management in 2000 and was responsible for the UK Smaller Companies Fund and the UK Unconstrained portfolios.
Dan was a founding member of RAMAM. Joining in October 2006, he successfully launched the UK Equity Smaller Companies and UK Dynamic Equity strategies and currently manages the UK Equity Smaller Companies, UK Equity Income and Core strategies.
Fund downloads
Speak to us
Simon Smith
Head of Wholesale Distribution
Simon Smith
Head of Wholesale Distribution
Simon Smith is Managing Director, and Head of UK Wholesale Distribution, responsible for creating a market leading customer centric distribution business working with wealth managers across the UK for the benefit of investors. Simon has spent a 25 year career working for some of the industry's leading asset managers including M&G, Standard Life Investments and most recently nine years overseeing the growth of Merian UK Wholesale (Old Mutual Global Investors).
Tom De Lisle
Sales Director, London
Tom De Lisle
Sales Director, London
Tom is Sales Director for London within the Wholesale Distribution team. He looks after a wide range of clients including Discretionary Wealth Managers, Multi Managers, Family Offices, Private Banks and Global Financial Institutions. Tom joined R&M in February 2013. He started his career in financial services in 2004 at a London stockbroking firm advising high net worth individuals on US stocks and helped launch the alternative investments division. He then moved to Neptune Investment Management in 2007 as Sales Manager covering the London and Greater London area and also became Head of Family Office Business Development. Tom has a degree in Modern and Medieval French from the University of Oxford, he holds the IMC certificate and is a member of the CFA UK Society.
Marcus Honig
Sales Director, London & South East
Marcus Honig
Sales Director, London & South East
Marcus graduated from Glasgow University with an MA (Hons) degree in 2001. Throughout his career in financial services Marcus has worked for companies including Chase de Vere, Scottish Widows and Neptune Investment Management, before joining R&M in June 2017. Marcus holds the CII Level 4 Diploma in Regulated Financial Planning as well as the Certificate in Discretionary Investment Management. He is an experienced Sales and Distribution professional with strong client relationships across the UK.
Martin Canavan
Sales Director, North England, Scotland, Ireland & Isle of Man
Martin Canavan
Sales Director, North England, Scotland, Ireland & Isle of Man
Martin began his career in asset management sales in 1996 with Deutsche Bank. He has since held roles with AEGON Asset Management and Merian Global Investors (formerly Old Mutual), before joining R&M in August 2020. He is a highly experienced Sales professional with strong relationships across a range of client segments, covering the UK, Isle of Man and Ireland. Martin holds the Investment Management Certificate.
Latest perspectives
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William Lough’s outlook: UK equities ...
UK equities have been out-of-fashion but are well suited for the current environment, with low…
3 min readDan Hanbury’s outlook: Grounds for optimism
Dan Hanbury’s outlook: Grounds for ...
As we enter 2022 with global equity markets at or around all-time highs, Dan Hanbury…
4 min readJames Sym’s outlook: Will 2022 be the year the industry stops playing at ESG, and starts doing it properly?
James Sym’s outlook: Will 2022 ...
James Sym, Head of European Equities at River and Mercantile says that 2022 will be…
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