3 Low Cost Funds for Income Investors

Morningstar research shows that fund fees are the most proven predictor of future returns. We highlight three low cost highly rated active funds for income investors

Karen Kwok 19 May, 2016 | 4:06PM
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Click here for our coverage of the latest Morningstar Investment Conference UK in our special report: What the Experts Sayon subjects ranging from Brexit and risk management to the cost of funds and the future of advice.

While every investor may have their own criteria or checklist to follow when selecting between funds, fund fees should be their first or second consideration, according to a new research carried out by Morningstar’s Russel Kinnel.

“The expense ratio is the most proven predictor of future fund returns – and our data agrees,” Kinnel said in his report published last week, outlining his test to verify fund fees as a strong and dependable predictor of better outcomes.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Artemis High Income R Inc0.74 GBP-0.31Rating
Fidelity MoneyBuilder Income37.65 GBP-0.66Rating
Royal London UK Equity Income A743.42 GBP-0.51Rating

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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