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Investing in the shares of larger quoted UK companies for both capital growth and income

UK Equity Income

Usually funds in this sector will:

  • have over 80% invested in quoted UK shares;
  • an investment objective/policy to generate returns from both capital growth and income;
  • a majority of investments in medium to giant cap companies;
  • no more than 75% of expenses allocated to either capital or revenue account;
  • a portfolio or dividend yield close to the average market yield;
  • and a UK benchmark

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