TB Saracen UK Income Fund: Light At The End Of The Tunnel

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Presented by

Scott McKenzie & David Clark

About this talk

The UK Equity Income sector has been the foundation of many UK investor portfolios for many years and has hosted a number of our most celebrated fund managers. However, the traditional approach to generating income from a UK equity portfolio has increasingly come under threat with a number of the large income-generating sectors becoming ex-growth. Too often UK income investors find themselves reliant on a small number of high yielding businesses whose best days are behind them and where dividend payments look fragile. All of this has come during a time when investors have prized growth over value and UK equities have been shunned in the light of the Brexit chaos. Post the recent election the political outlook has become more stable and the path to Brexit should become clearer. Is there now light at the end of the tunnel ? When we launched the TB Saracen UK Income fund in April 2015 we were determined to take a different approach in the light of these challenges. We strongly believe that valuations matter and that equity income funds should provide investors with a high and growing income. In this webcast we review the performance of the TB Saracen UK Income fund and outline why we feel the Fund is well positioned to meet the needs of income investors. Some of the key themes we will address include: - Why value strategies are still relevant in a changing world - The importance of a focussed, ‘multicap’ approach - The risks to UK dividends going forward Presented by : Scott McKenzie, Co-Manager , TB Saracen UK Income Fund David Clark, Co-Manager , TB Saracen UK Income Fund Ellie Sluys , Communications Manager, Saracen Fund Managers
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