UK Equity Income - an obvious opportunity?

One year has passed since the launch of the GAM UK Equity Income Fund. Over a challenging and volatile first year, the fund delivered top decile performance and comfortably outperformed the FTSE All Share index. As the domestic economy approaches an inflection point, fund managers Adrian Gosden and Chris Morrison assess how stocks might fare in this environment. One thing is certain: volatility brings opportunity for good stock pickers. When the uncertainty clouding the UK market lifts, they hope to look back and see how obvious a buying opportunity this was.