Official Defaqto UK Equity Income Fund Case Study
Domestic equity has traditionally formed a significant part of most UK investors’ portfolios. Many investors are now looking to UK equities to provide them with a competitive income stream given the paltry returns on cash at present.
For many investors this move will represent a significant move up the risk ladder. In response to this growing interest, we have published a second case study on funds – the Standard Life Investments UK Equity High Income Fund which looks at the methodology and decision making that a fund manager goes through in managing a particular type of fund.
Following open access to Standard Life Investments’ fund management team, the case study highlights the core investment processes and risk controls behind management of this fund.
The case study highlights some of the difficult decisions facing fund managers in this sector and demonstrates the level of analysis, resource and skill required to run a UK equity income fund successfully.
Standard Life Investments provided a diary of the fund activity, from 2008 to October 2010, detailing the decisions made and the thought processes behind them including:
Macro-economic summary
Positive and negative influences on the fund
Resultant fund activity for each period covered
Performance summary
A more forward looking short term view
This case study helps to give a better understanding of managing a UK equity income fund, which in turn will help with the fund selection process.
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