Threadneedle UK Equity Income ZNI GBP

Willis Owen Research Commentary

The manager of this Focus 50 fund, Richard Colwell, is one of the best-known specialists in the UK Equity Income sector. He has the flexibility to invest in both growth and value style ideas to meet his objective of capital return along with a steady income. The primary focus is on stock selection and Colwell holds a blend of high quality companies with strong cash generation and out-of-favour companies with recovery potential, some of which may not currently pay a dividend. The fund is unconstrained but is predominantly invested in large blue chip companies although Colwell will take significant sector bets against the index to match his thematic views.

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