LF Gresham House UK Multi Cap Income Fund LF Gresham House UK Multi Cap Income Fund

Celebrating three years and No.1 in the IA UK Equity Income sector*

Celebrating three years and No.1 in the IA UK Equity Income sector*

Performance          Process         Investing in the crisis           Timeline          Latest webinars         Key documents          Team          Contact

The LF Gresham House UK Multi Cap Income Fund aims to deliver a return of income with the potential for capital growth. The Fund passed its three year anniversary on 30 June 2020 and is proud to be the best performing Fund in the IA UK Equity Income sector*

 

Investing across the market cap spectrum, with a particular focus on UK listed small and mid-cap companies, the Fund’s differentiated approach is designed to drive strong long term, risk-adjusted returns with low correlation to competitors, leveraging our fundamentals-based stock picking expertise.

*Source:  Gresham House and FE Analytics, based on the IA UK Equity Income sector over three years, as at 31 August 2020
Past performance is not necessarily a guide to future performance. Capital at risk.

Meet the managers

 

“The resilience and sustainability of dividends
has never been more important for
UK Equity Income investors

Ken Wotton, Managing Director, Public Equity

Reasons to invest

*Bloomberg and Link as at 31 August 2020
**Source: Gresham House and FE Analytics, based on the IA UK Equity Income sector over three years, as at 31 August 2020
Past performance is not necessarily a guide to future performance. Capital at risk

How has the Fund measured up to its objectives vs its peers?

Since launch*, the Fund has returned 23.39% against -11.50% for the IA UK Equity Income sector.

 

* Fund launch: 30 June 2017.
**Source: Gresham House and FE Analytics, based on the IA UK Equity Income sector, as at 31 August 2020

Past performance is not necessarily a guide to future performance. Portfolio investments in smaller companies typically involve a higher degree of risk. Capital at risk

How does our process ensure the Fund is positioned to tackle the challenge of the current market?

 

With UK dividends set to fall by up to 51% in 2020*, our disciplined process, leveraging the fundamentals-driven attributes of private equity helps deliver strong risk-adjusted returns.
  • To achieve a diversified source of income in UK Equities, we look beyond the traditional FTSE 100 holdings and focus on micro, small and mid-cap companies
  • We focus on high-quality businesses with stable and growing earnings streams, strong cash flow and dividends
  • The Fund offers investors an attractive annual dividend yield of 3.6%**
  • We operate a high-conviction portfolio avoiding cyclicals, such as oil and gas, mining and property, and focus our resources on areas where we believe we have an edge
  • We use Gresham House’s proprietary network of sector and functional experts, business owners, private equity practitioners and advisers to generate new ideas and undertake in-depth due diligence on potential investments

* Based on worst case scenario, source: www.linkassetservices.com/our-thinking/uk-dividend-monitor-q1-2020
** Source: Bloomberg and Link as at 31 July 2020

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Six rules for income investing during the crisis

Since the onset of COVID-19, how has the pandemic affected the equity funds?

Ken Wotton speaks to Portfolio Adviser about how the Gresham House equity funds are positioned during these challenging times and how they have fared. After a period of brutal performance following the market sell-off, Ken describes his team’s defensive positioning, virtue of their sector focus, rigorously consistent investment process and cash weighting.

Hear more detail about how the team has re-balanced the portfolio based on a rapid risk assessment of how the crisis would play out and what opportunities they are now seeing in the current environment.

Watch the interview >>

Key milestones since launch

August 2020

Fund Calibre - Elite Rating

July 2020

FE FundInfo 5 Crown Rating

June 2020

Top performing fund and number one in the IA UK Equity Income Sector
The LF Gresham House UK Multi Cap Income Fund celebrates its three year anniversary

February 2020

Defaqto 5 Diamond Rated

May 2019

Ken Wotton awarded Grant Thornton Fund Manager of the Year Award 2019

March 2019

Added to Fund Calibre
Elite Radar Watch List

November 2018

Livingbridge equity funds are sold and rebranded as Gresham House Equity Funds

June 2018

Ken Wotton awarded FE Alpha Manager

March 2018

Ken Wotton
Citywire AAA-rated

June 2017

LF Gresham House UK Multi Cap Income Fund launched in the market

Latest webinars

More Views from Gresham House

Key documents

Investment Team

Distribution team

How to invest

Prospective investors can purchase shares directly from Link Fund Solutions Limited or through a professional adviser or other intermediary. Application forms can be obtained from Link Fund Solutions.

www.linkfundsolutions.co.uk >>

investorservices@linkgroup.co.uk

0345 922 0044

Get in touch

LF Gresham House UK Multi Cap Income Fund

A multi-cap income fund with a bias towards investment in small and mid-cap companies.

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LF Gresham House UK Micro Cap Fund

A fund invested in micro-cap stocks listed on the main market and AIM, with a market cap below £250 million.

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