UK income opportunities: from sausage rolls to housebuilders and cybersecurity

Staci West 27/05/21 in Videos

Guido Dacie-Lombardo, co-manager of LF Montanaro UK Income, joins us today to discuss UK dividends, investment opportunities and a few of the fund’s holdings.

Topics include:

  • The cutting of dividends last year [0:25] and how smaller companies dividends held up last year [0:47]
  • The outlook for dividends this year [1:14]
  • The strong investment case for Admiral [2:27]
  • What makes Greggs an attractive investment [4:04], including their digital options [4:49]
  • How the portfolio is constructed into two buckets [5:26]
  • The role of housebuilders [6:00] and real estate investment trusts [7:05] in the portfolio
  • A closer look at the fund’s top holding: Marshall’s [6:32]
  • The appeal of the IT sector and how it fits in the portfolio [7:57]
  • Cybersecurity companies [8:56], power converters [9:16], and digitalisation [9:43]
This article is provided for information only. The views of the author and any people quoted are their own and do not constitute financial advice. The content is not intended to be a personal recommendation to buy or sell any fund or trust, or to adopt a particular investment strategy. However, the knowledge that professional analysts have analysed a fund or trust in depth before assigning them a rating can be a valuable additional filter for anyone looking to make their own decisions. Past performance is not a reliable guide to future returns. Remember, all investments can fall in value as well as rise, so you could make a loss. Before you make any investment decision, make sure you’re comfortable and fully understand the risks.Further information can be found on Elite Rated funds by simply clicking on the name highlighted in the article.