Gresham House
Specialist asset management
Flexibility to perform
Flexibility to perform
The LF Gresham House UK Multi Cap Income Fund aims to deliver a return of income with the potential for capital growth.
Key highlights
– The Fund passed its four-year anniversary on 30 June 2021
– The best performing Fund in the IA UK Equity Income sector*
– Performance achieved with the second lowest level of volatility of any fund in the sector
– Managed by a specialist investment team with 30 years’ collective experience and AA rated by Citywire
– Invests across the market capitalisation range with a bias to mid and smaller companies
– Award winning – 2021 winner of the coveted Investment Week Fund Manager of the Year Award: UK Equity Income and winner of the Citywire UK Awards 2021 – Equity – UK Equity Income
Key documents
Investing across the market cap spectrum, with a particular focus on UK listed small and mid-cap companies, the Fund’s differentiated approach is designed to drive strong long term, risk-adjusted returns with low correlation to competitors, leveraging our fundamentals-based stock picking expertise.
*Source: Gresham House and FE Analytics, based on the IA UK Equity Income sector over three years, as at 31 July 2021
Past performance is not necessarily a guide to future performance. Capital at risk.
Meet the managers
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| Ken Wotton | Brendan Gulston | |
| Lead Manager | Co-Manager | |
Webinar: Eat, sleep, research – repeat ????
Register here >>
Finding the best investment opportunities requires patience, in-depth research, rigour and skill.
In this webinar, investment journalist Lawrence Gosling will speak with Ken Wotton and Brendan Gulston on:
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- Investment opportunities for UK income investors
- Applying a private equity approach to investing in UK equities
- Valuations, liquidity and risk mitigation
- Where the team are investing now, including recent portfolio activity, current positioning and portfolio themes
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Join the live discussion to hear how we’re finding quality businesses with attractive fundamentals and the potential to outperform over the long term.
???? 10:00am (BST) on Thursday 23 September >>
???? Add this event to your calendar >>
Reasons to invest
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| Stable income | Consistent top performance | Designed to diversify | Low volatility |
| Sustainable dividend cover through investment in profitable, high-quality, cash generative businesses. | Top quartile fund, outperforming the IA UK Equity Income sector* | Low correlation to its peer group, a diversifying source of income for your portfolio. A high-conviction portfolio, we avoid cyclicals. | Our fundamentals-focused investment style provides relative shelter from market volatility. The Fund currently has the second lowest volatility in the sector. |
*Source: Gresham House and FE Analytics, based on the IA UK Equity Income sector, as at 31 July 2021
Past performance is not necessarily a guide to future performance. Capital at risk
Performance
Since launch*, the Fund has returned 59.0% against 13.1 for the IA UK Equity Income sector.
| Performance return | 1 month | 3 months | 1 year | 3 years |
| LF Gresham House UK Multi Cap Income Fund* | 2.3% | 7.4% | 32.5% | 35.1% |
| IA UK Equity Income | 0.9% | 2.5% | 30.5% | 6.1% |
| Quartile** | 1 | 1 | 2 | 1 |
| Discrete annual performance | YTD | 2020 | 2019 | 2018 | 2017 |
| LF Gresham House UK Multi Cap Income Fund* | 21.4% | -5.6% | 30.6% | -2.4% | - |
| IA UK Equity Income | 13.1% | -10.7% | 20.1% | -10.5% | 11.3% |
* Fund launch: 30 June 2017.
**Source: Gresham House and FE Analytics, based on the IA UK Equity Income sector, as at 31 July 2021
Past performance is not necessarily a guide to future performance. Portfolio investments in smaller companies typically involve a higher degree of risk. Capital at risk
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