Global Equity Income

Introduction to Global Equity Income

Equity income strategies focus on those companies that pay a dividend to shareholders rather than reinvesting all profits in the company. Companies that pay a dividend tend to be more established and stable companies and therefore an equity income strategy will often prove more defensive in falling markets, though may lag a rapidly rising market. Find out more about Global Equity Income

The tax treatment of investments is subject to tax law and HMRC practice which are subject to change. The value of investments may be affected by exchange rate movements where the underlying investments are not denominated in Pounds Sterling.

OEICs and Unit Trusts

Name1 Year (%)3 Years (%)5 Years (%)Fund Size (M)Yield (%)
Aberdeen World Equity Income I Inc27.3721.2542.7393.883.60Buy
Aptus Global Financials B Inc GBP43.6547.25-246.344.60Buy
Artemis Global Income I Inc33.1245.01132.153,610.812.91Buy
Aviva Inv Global Equity Income 2 Inc28.6851.9093.69133.532.80Buy
Baillie Gifford Global Income Growth B Inc32.4652.4296.30409.172.50Buy
BlackRock Global Income D Inc33.0156.24101.94165.722.49Buy
CF Canlife Global Equity Income C Inc GBP29.2543.5983.6632.123.11Buy
CF Miton Global Infrastructure Income B Inc GBP---12.42-Buy
CF Miton Global Infrastructure Income F Inc GBP---12.42-Buy
Fidelity Global Enhanced Income W Inc27.4456.19-198.663.92Buy
Fidelity Global Enhanced Income W Monthly Inc27.5156.28-198.664.35Buy
Fidelity Global Dividend W Inc28.7658.50119.74870.002.84Buy
Fidelity Global Dividend Y GBP28.4457.33117.69870.002.85Buy
Fidelity Global Dividend W Monthly Inc28.7558.39119.80870.002.75Buy
Henderson Global Equity Income I Inc30.2947.81112.35813.923.30Buy
Invesco Perpetual Global Equity Income Z Inc30.3743.42104.24834.303.09Buy
JPM Global Equity Income C Inc31.9249.3595.4665.413.03Buy
JPM Global Equity Income C Hedged Inc GBP16.6722.0374.3365.413.14Buy
Jupiter Global Equity Income I Inc32.3847.59-64.872.50Buy
Lazard Global Equity Income A Inc30.8723.2367.61162.903.90Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Scottish American Investment Company PLC36.3860.54111.906.12340.65Buy
Blue Planet Investment Trust PLC ORD 1P38.0135.86170.47-19.2757.60Buy
F&C Managed Portfolio Trust Income30.2931.4794.432.68136.35Buy
Henderson International Income Trust plc C Shs 10p-----Buy
Henderson International Income Trust plc32.0758.55104.371.75160.20Buy
Henderson Diversified Income Trust Plc Ord 1P8.2917.5058.732.6391.10Buy
Invesco Perpetual Enhanced Income Limited23.4532.24121.086.5677.89Buy
Invesco Perpetual Select Global Equity plc32.4447.77129.60-1.49202.77Buy
JP Morgan Global Growth & Income plc56.1465.33133.08-2.79310.40Buy
Murray International Trust PLC Ord 25p36.5134.8163.902.651,241.06Buy
Securities Trust Of Scotland29.6731.5275.53-5.87183.25Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
LYXOR SG Global Quality Income NTR UCITS ETF D GBP7.6125.1438.10-GBXEquity - InternationalBuy

Disclaimer

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