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12:30PM - 14:30PM: Unicorn UK Income Lunch
Speakers: Simon Moon , Fraser Mackersie & Alex Game (Unicorn Asset Management)
Discover Investment Insights: Join us for an insightful session as the fund managers delve into the Unicorn UK Income Fund, boasting an impressive 96% active share. Positioned strategically for a falling inflationary and rate environment, the fund carries significant overweights to UK small and mid caps. With a remarkable yield exceeding 5% and a forecasted EPS of 11%, this luncheon promises valuable insights into the managers' outlook, sector overweights, and why they believe this could be the best entry opportunity in over a decade.
In this upcoming lunch, fund managers Simon Moon and Fraser Mackersie will explore the strong tailwinds and how well-positioned the UK Income Fund is for 2024.
Market forecasts suggest inflation could fall to 2% by April this year* which seems a long way from the 11%+ level seen at the end of 2022. The fall in inflation has led most to forecast rate cuts in the coming months and the team at Unicorn think this will be a strong tailwind for the UK Income portfolio . The managers feel their overweight position in small and mid-cap UK equities, as well as strategic sector overweight in financials and industrials are well positioned to benefit in a falling rate environment.
Discover the Speakers
Information
- Date: Thursday, 29th February
- Time: 12:30pm - 2:00pm
- Venue: Andaz London, 40 Liverpool Street, London, EC2M 7QN
