Strategy Description

The UK stock market offers some of the highest yields globally and presents an interesting post-BREXIT opportunity to investors.

We score all listed UK stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included.

We then construct a concentrated portfolio of the highest scoring names to create a high-yielding UK equity exposure.

This strategy can also be accessed in a Europe ExposureGlobal ExposureHong Kong ExposureJapan Exposure and a U.S. Exposure.

Portfolio Performance

20212022202320242025YTD
Portfolio (%)17.95.869.1911.0834.00776.4399
Annualized ReturnStandard DeviationDividend Yield
Portfolio9.6754175329909%17.353289321126%4.32%

Allocation Breakdown

Asset Class


Equity99.55%
Fixed Income0
Commodities0
Cash0.45%

Geo


America0
Greater Europe99.56%
Developed Asia0
Emerging Asia0
Central/Latin America0

Sector


Technology
Healthcare8.67%
Consumer Discretionary4.78%
Financials 31.77%
Communications14.14%
Industrials
Consumer Staples 21.35%
Real Estate4.74%
Materials 5.58%
Utilities4.47%
Energy4.08%

Top Holdings

Asset ClassWeight (%)
1. Aberdeen Group PLC5.92%
2. IG Group Holdings PLC5.65%
3. Rio Tinto PLC5.52%
4. HSBC Holdings PLC5.25%
5. NatWest Group PLC5.01%
6. Lloyds Banking Group PLC4.92%
7. ITV PLC4.91%
8. LondonMetric Property PLC4.83%
9. BT Group PLC4.67%
10. Kingfisher PLC4.65%

Related Investments

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