QAM Downing Monthly Income Fund

for those looking for a slightly different income fund with a high yield this might appeal

The UK Equity Sector is highly competitive with the UK Equity Income Sector even more so. We have recently reviewed the BlackRock Income Fund. The conclusion with this fund was to focus on the recent change of management and the performance since that change.

In a similar vein, we have been introduced to the new co-manager of the QAM Downing Monthly Income Fund. The fund may appeal to investors due to its concentrated portfolio (currently 34 stocks), focus on higher income and a multi cap approach.

We have run performance figures since launch in 2010 and the fund has outperformed the index. Although over 1, 3 and 5 years it has tracked the index.

The fund therefore maybe one to watch for the future. In this update we will provide some background to the managers and the fund.

Fund Facts Morningstar


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