Make UK equities great again! - Why now is the time to rediscover the market
The era of US exceptionalism has been called into question as a result of destabilising influences such as President Trump's tariff wars, Chinese advances in AI and concern over the high valuations of the ‘Magnificent Seven' US tech companies, which still made up almost 20% of the MSCI AC World Index at the end of March 2025, despite suffering a wobble in recent months. In the past 14 years, the US's share of the global index has gone up by half, while the UK's has gone down by 50% to less than 3.5%. Yet UK equities have outperformed the US and global indices in the year to date, are still trading at historically low levels, and offer better average dividend yields than any other major market. We ask, is now the right time to start looking at the UK market again?F&C UK High Income Trust is an investment trust company. Co.'s portfolio include: Equities Portfolio, which comprises investments in the U.K. equities and equity-related securities of large and mid-sized companies; and Higher Yield Portfolio, which comprises investments in fixed interest and other higher yielding stocks and securities. Co. has delegated the management of the investment portfolio, and other services, to F&C Investment Business Limited as its Manager. As of Mar 31 2017, Co.'s total investments held at fair value was £136.3 million.
JPMorgan Claverhouse Investment Trust is an investment trust company. Co. invests in a portfolio consisting of companies listed on the London Stock Exchange. Co.'s portfolio consists of between 60 and 80 investments. Co. invests no more than 15% of gross assets in other U.K. listed investment companies (including investment trusts), and invests no more than 15% of gross assets in any individual investment (including unit trusts and open ended investment companies). Co.'s investment portfolio comprised of a range of sectors including financials, consumer goods, industrials, basic materials, and oil and gas. Co. employs JPMorgan Funds Limited as its Alternative Investment Fund Manager.
Schroder UK Mid Cap Fund is an investment company. Co. carries on business as an investment trust. Co. invests in mid cap equities.
Capital Access Group advises companies on effective engagement with investors. Our experienced team offers market-leading access with hard-to-reach investors, including smaller institutions, pension funds and private client fund managers. These under-serviced investors are located not only in London but across the regions of the UK and Europe. We have an unrivalled knowledge of this extensive audience, to whom our published research is distributed, as well as to larger institutions. We offer this service as part of an integrated investor communications strategy to promote a company’s investment story.
Our clients, ranging from AIM to FTSE 100 companies, benefit from our professional, long-term relationships with investors. Not only do we identify and target investors, we contact them directly and relay their views back to clients with analysis, interpretation and advice. This ensures that our clients are in control of their investor engagement. The objective is to improve the reach and engagement with investors, which in turn strengthens the share price.
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