5 Income Stock Picks for 2014

Where are the Gold Rated equity income fund managers investing in 2014? We take a look at their largest holdings and reveal whether those stocks are fairly valued

Emma Wall 7 January, 2014 | 11:40AM

Want to know where the professionals are placing their bets this year? Look under the hood of the best performing, top-rated equity income funds. 

Morningstar Direct reveals that the top rated UK equity income fund managers are Adrian Frost of Artemis Income (Rating), Clive Beagles of JOHCM UK Equity Income (Rating) George Luckraft of Axa Framlington Equity Income (Rating) and Leigh Harrison of Threadneedle UK Equity Income (Rating) These four managers have received a Morningstar analyst rating of Gold or Silver - meaning they are the best in class.

There are just eight stocks that feature in these fund managers largest five holdings, with five stocks featuring at least three times. See below for our analysts views on these five stocks - and their star rating indicating whether these companies are fairly valued. Five stars means a company is significantly undervalued, one star indicates the stock is significantly overvalued.

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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis Income R Inc1.85 GBP-0.47
BP PLC307.55 GBP0.00
GlaxoSmithKline PLC1,625.80 GBP0.00
HSBC Holdings PLC383.50 GBP0.00
JOHCM UK Equity income B GBP Acc2.64 GBP-0.93
Royal Dutch Shell PLC B1,234.40 GBP0.00
Threadneedle UK Eq Inc Rtl Inc GBP0.80 GBP-0.45
Vodafone Group PLC129.64 GBP0.00

About Author

Emma Wall  is former Senior International Editor for Morningstar

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