Hunting Down Income in Unusual Places

THE INCOME INVESTOR: Income-seekers are increasingly likely to find themselves invested in more unusual assets to mitigate their dissatisfaction with returns

Cherry Reynard 23 April, 2014 | 10:14AM

Generating income is paramount for the majority of global investors but most investors are also disappointed with their income returns, the Legg Mason Global Investment survey has revealed.

The survey, which looks at the investment attitudes of 4,000 high-net worth investors from around the world, showed income is important or extremely important for 71% of investors, up from 69% last year. However, satisfaction with income-producing investments remains relatively low: only 9% are very satisfied, with 59% somewhat satisfied.

This is largely as a result of an increasing gap between actual and hoped-for return on income investments, which itself has widened since the previous year, expanding from a 2.8% deficit to one of 3.3% this year. The trend was not universal, with some markets such as the US doing better, but it was a global phenomenon.

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About Author

Cherry Reynard

Cherry Reynard  is a financial journalist writing for Morningstar.co.uk.

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