UK Equities Breakfast Agenda:


08:00 - 08:30

Registration & Breakfast


BOARDROOM 1 BOARDROOM 2
08:30 - 08:55

UBS
Fund: UK Equity Income Fund
Speaker: Steve Magill

Allianz Global Investors
Fund: Allianz UK Opportunities Fund
Speaker: Matthew Tillett

09:00 - 09:25

Allianz Global Investors
Fund: Allianz UK Opportunities Fund
Speaker: Matthew Tillett

UBS
Fund: UK Equity Income Fund
Speaker:
Steve Magill

09:25 - 09:40

Refreshment Break


BOARDROOM 1 BOARDROOM 2

09:40 - 10:05

AXA Investment Managers
Fund: AXA Framlington UK Equity Income Fund
Speaker: Simon Young

Gresham House Specialist Asset Management
Fund: LF Gresham House UK Multi-Cap Income Fund
Speaker: Brendan Gulston

10:10 - 10:35

Gresham House Specialist Asset Management
Fund: LF Gresham House UK Multi-Cap Income Fund
Speaker: Brendan Gulston

AXA Investment Managers
Fund: AXA Framlington UK Equity Income Fund
Speaker: Simon Young

10:35 End of briefing


SESSION SYNOPSIS:


UBS: UK Equity Income Fund 

The Two Decade Challenge; UK Equity Income
Steve Magill, Head of European Equity Value, Managing Director

There was a challenge over social media at the turn of the year called the decade challenge with people posting photos of how they looked now against 10 years ago. However, for equity markets, 2020 is an appropriate time to do a 2 decade challenge as it has been 20 years since the end of the dot.com bubble. Steve Magill, Head of European Value equities and Lead PM for the UBS UK Equity Income Fund will look at the many similarities and the differences between Equity markets now and 1999, and address the outlook for UK Income investors in 2020.


Allianz Global Investors: Allianz UK Opportunities Fund

The UK Equity Opportunity: Why Brexit, Corbyn and Woodford have created a unique opportunity for UK Equity investors.
Matthew Tillett, Portfolio Manager, Allianz Global Investors

An introduction to the Allianz UK Opportunities Fund; an unconstrained and high conviction Fund which has consistently delivered alpha over its 9 year history offering a highly compelling upside and downside capture return profile. The session will also focus on the fund’s positioning amongst some of the classic UK value stocks, UK domestics and small caps, outlining why we believe this will drive continued outperformance.


AXA Investment Managers: AXA Framlington UK Equity Income Fund

It is good to be different.
Simon Young, Senior Portfolio Manager AXA Investment Managers

The internet, cloud computing and automation are just a few of the disruptive factors impacting a wide range of sectors such as retail, real estate and insurance. As equity income investors we invest in companies that are best equipped to not only survive this competitive onslaught but ultimately benefit from it. We spend a great deal of time studying a company’s competitive advantages and looking for specific business models (lowest cost providers, high repeat sales, high intellectual property and strong sales networks) that have been shown to thrive over long periods. Unlike many income managers, we are not locked into a ‘value’ philosophy which can trap investors into disrupted companies and industries. We are long-term investors with a real focus on business models, cashflows and a company’s ability to pay growing dividends.


Gresham House Specialist Asset Management: LF Gresham House UK Multi-Cap Income Fund

Developing differentiated income streams in Multi-Cap
 Brendan Gulston, Investment Director, Equity Funds

The UK equity sector is heavily reliant on mega-cap stocks and even more so in the equity income space. With more than 50% of dividends from the FTSE 100 coming from only 10 companies, how diversified is the income stream from funds in the equity income sector? Please join us to hear how Gresham House digs deeper into the UK income landscape, uncovering differing dynamics in smaller caps to provide a differentiated source of income few investors have taken advantage of.