SWIM UK Equity Income Trust

a good small fund with a seasoned manager makes it one to watch and certainly may be appealing to investors seeking income and growth

There are over 400 UK Equity Growth and Income Funds; providing investors with access to many different investment styles. So choosing the right fund depends upon understanding their methods and aims.

Performance is part of the equation but equally the management team is crucial. We have met a number of talented Fund Managers, the likes of Standard Life Investments, Neptune, Schroders, Legal and General, Threadneedle and Liontrust (not all of these are in our portfolios).

We recently met the manager of the SWIM UK Equity Income Trust which is not a fund that has come across our radar and therefore wouldn’t be one we would consider. However, speaking to the manager it quickly became clear that this is a fund to watch and for investors may be a good option for those seeking a well-managed UK Equity Income Fund.

The manager took over the fund in July 2013 and has rebalanced the portfolio to a stock pickers fund focusing on quality companies. The manager seeks out companies in the mid to large cap space and will hold around 40 to 50 stocks. The fund is also small which is often a good time for investors to invest. The manager is also well respected in the industry managing the Newton Higher Income Fund from 2004 to 2012.

In this review we will share some insights from the manager.

Fund Facts Morningstar


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