Income Investing is Going Global

The equity income investment trend is gaining global popularity, and some specific funds are leading the pack in terms of assets under management

Ruli Viljoen 11 October, 2012 | 6:00AM

Equity income investing remains a popular investment strategy and, in these times of heightened uncertainty, we have seen funds adopting an equity income investment approach to deliver returns ahead of benchmarks.

It appears that this strategy is one of the few equity approaches where the average fund is consistently able to add value over the indices and is thus not only a strategy that outperforms in periods of market weakness.

Indeed since 2001, the average UK Equity Income fund has outperformed the FTSE All Share Index in seven out of eleven calendar years. This is compared to the average UK All Companies fund, which has only outperformed the index in four out of the eleven calendar years.

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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
BNY Mellon Global Income GBP Inc229.29 GBP0.25
Invesco Global Equity Inc UK Acc194.99 GBP0.33
Invesco UK Eq High Inc UK Inc316.03 GBP0.36
Invesco UK Equity Inc UK Inc1,240.60 GBP0.55
Janus Henderson Global Eq Inc A Acc413.11 GBP0.46
M&G Global Dividend GBP A Acc370.10 GBP0.21
Veritas Global Eq Income Retail GBP177.31 GBP0.66

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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