In an already crowded market this fund was launched in 2015 and is managed by Blake Hutchins. Blake managed a similar strategy at Threadneedle before coming across to Investec. The fund now has a three-year track record and is one of the top performing funds in the sector, with a focus on 30 to 40 companies.
Blake believes that his approach to finding good income producing shares is what makes this fund different from others. Where he believes there is good income is in the media, technology, personal and household goods and healthcare sectors. Areas like telecoms, oil and gas, utilities and basic resources cannot sustain their income moving forward…read more