The future for UK equity income
Portfolio manager Matt Hudson explains why he is positive on the current outlook for UK equity income.
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"The UK market is yielding just over 4% and we think dividend growth will be between 5-6% over the next couple of years. That is still a significant premium to where 10 year gilts are trading, and has the ability to grow dividends over the cycle. So we are positive on the outlook for UK equity income."
MATT HUDSON, PORTFOLIO MANAGER
This video has been prepared, issued and approved by River and Mercantile Asset Management LLP (trading as “River and Mercantile” and “River and Mercantile Asset Management”) registered in England and Wales under company number OC317647, with its registered office at 30 Coleman Street, London EC2R 5AL.
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ES R&M UK Equity Income Fund
Offering investors access to a diversified multi-cap, multi-factor portfolio of attractive stocks, the fund aims to generate a healthy dividend yield.