- This event has passed.
Let’s get cyclical
14th May - 12:30 pm - 2:00 pm
Join UK equity specialist Unicorn Asset Management for their upcoming London lunch. Fund managers Simon Moon and Fraser Mackersie will explore the strong tailwinds and how well-positioned the UK Income Fund is for 2024.
Hear why Simon and Fraser believe this is possibly the best entry opportunity in over a decade, and why this top performing fund is cyclically positioned for a falling inflation environment. They will also discuss their outlook and the current sector overweights in the Income Fund which has a 96%1 active share, a forecast EPS growth of 11%2 and a current yield of 5.2%.3
Source: 1. Unicorn Asset Management and FE Analytics as at 29/12/2023 2. Unicorn UK Income stats calculated on a simple average basis. EPS growth figures calculated using consensus figures as at 29 December 2023; market data sourced from Peel Hunt weekly valuations as at 23 December 2023 and dividend yield shows blended forward 12 month figure based on consensus estimates. 3. Trustnet as at 19/03/2024