Barbell strategy funds outperform

Professional Adviser
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Funds in the UK Equity Income sector using a barbell strategy have been able to post above average r...

Funds in the UK Equity Income sector using a barbell strategy have been able to post above average returns and not at the expense of increased volatility. The two top performing funds in the UK equity income sector have both delivered strong outperformance of their peers while maintaining a significantly lower than average beta. ABN Amro's Equity Income, managed by George Luckraft since 1993, has returned 91.21% over the three years to the end of May 2001, compared to a sector average of 14.58% for the same time period. Luckraft has been able to deliver the best returns and stil...

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