Investor Views: “I am Running my Own UK Equity Income Fund”

Private investor Oliver Balcomb explains how he has built his own equity income portfolio

Emma Simon 29 June, 2016 | 11:35AM

Oliver Balcomb may only be in his 20s but he is already a keen income investor.  He says: “I’m looking to invest in shares and funds that pay a decent return that can be reinvested to boost future growth. I think this is the best way to grow my money long-term.”

To this end he’s invested in a range of different assets including blue-chip shares, infrastructure funds and property holdings.

When it comes to UK investment Balcomb says he has steered clear of traditional equity income funds.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
BNY Mellon Asian Income GBP Inc1.86 GBP-0.53
First State Glbl Lstd Infras A Acc GBP2.69 GBP-0.94
Fundsmith Equity R Acc4.80 GBP-0.08
National Grid PLC871.00 GBP0.00
Vodafone Group PLC123.42 GBP0.00

About Author

Emma Simon

Emma Simon  is a financial journalist, specialising in investment and consumer issues, writing for Morningstar.co.uk

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