UK equities: Dinosaurs or desirable?
Darius McDermott and Martin Walker discuss whether investors are right to be spurning their domestic market as they leave the UK All Companies sector in droves
UK equities
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Liontrust hit by £3.2bn outflow as UK equities funds suffer
Assets under management fell 12% over the six months to £27.7bn.
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Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Total payouts down 0.9% to $421.9bn (£338bn)
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The top-performing UK equity trusts trading on double-digit discounts
Aberforth Smaller Companies, Aurora Investment Trust and Chelverton Growth Trust earn a place on the list
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Falling mining sector payouts see UK dividends drop 8.3%
While utility sector was strongest contributor to growth, according to Q3 dividend monitor
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Octopus highlights ‘double discount opportunity’ in UK equities
Earnings growth and valuations have become disconnected
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Marlborough’s Lall: The growing UK small caps being thrown out with the bathwater
UK companies are on an average discount of around 17% relative to comparable businesses in other developed markets
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Quilter MPS ups fixed income allocation and exits UBAM impact fund due to breach
The firm continues to be underweight risk assets across all ranges
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Calastone: Flight from equities and ESG continues but emerging markets bucks the trend
Marks 28 months of consecutive outflows for UK equities
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AJ Bell: 2023 forecasts for FTSE 100 dividend pay-outs fall as earnings slump
Shareholders are predicted to receive £78.7bn in income for the year
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Liontrust’s James de Uphaugh to retire after 36 years in industry
Imran Sattar to take over management of the Edinburgh Investment Trust and Liontrust UK Equity
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SVM co-founder Margaret Lawson retires
Neil Veitch has assumed the role of lead fund manager on the SVM UK Growth Fund