UK Equity Income

by
Leo Wealth
Exposure to large and stable household names in the UK via systematic and transparent process.

Strategy Description

The UK stock market offers some of the highest yields globally and presents an interesting post-BREXIT opportunity to investors.

We score all listed UK stocks on Value, Quality, Safety, Payout, Technical and Sentiment metrics, as well as ESG traits, to ensure lesser-known but still excellent companies are included.

We then construct a concentrated portfolio of the highest scoring names to create a high-yielding UK equity exposure.

This strategy can also be accessed in a Europe ExposureGlobal ExposureHong Kong ExposureJapan Exposure and a U.S. Exposure.

Portfolio Performance

202120222023YTD
Portfolio (%)17.95.869.1912.020
Annualized ReturnStandard DeviationDividend Yield
Portfolio5.67%19.42%4.5%

Allocation Breakdown

Asset Class


Equity99.53%
Fixed Income0
Commodities0
Cash0.47%

Geo


America0
Greater Europe100%
Developed Asia0
Emerging Asia0
Central/Latin America0

Sector


Financials 14.82%
Industrials5.07%
Consumer Discretionary
Real Estate
Consumer Staples 20.95%
Materials 4.78%
Healthcare19.8%
Utilities14.46%
Technology
Energy8.98%
Communications10.68%

Top Holdings

Asset ClassWeight (%)
1. BT Group PLC5.67%
2. Britvic PLC5.61%
3. AstraZeneca PLC5.30%
4. Unilever PLC5.22%
5. Centrica PLC5.21%
6. Vodafone Group PLC5.18%
7. Coca-Cola HBC AG5.18%
8. GSK PLC5.09%
9. SSE PLC5.09%
10. BAE Systems PLC5.08%

Related Investments

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

Expert and Personal Financial Guidance

We offer a personal, calculated plan for your finances. Get in touch to learn how we can help support your family’s future and build a richer life.

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