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
Featured Fund Manager
Lyxor ETF launched its first Exchange Traded Fund (ETF) on the Paris Euronext stock exchange back in 2001. Today, with approximately EUR 30 billion of Assets Under Management, Lyxor is the third largest ETF provider in Europe, and the sixth globally*. *Source Lyxor Asset Mngmnt, 03/2014
Baillie Gifford has been managing investment trusts since 1909. Our success has been built on finding good investment opportunities for clients through extensive independent research. Our fundamental analysis and judgement over the years have helped us to become one of the largest investment trust managers.
Scottish American Investment Company PLC
The Trust aims to be a core investment for private investors seeking income. Its objective is to grow the dividend at a faster rate than inflation by increasing capital and growing income. The focus of the portfolio is on global equities but investments are also made in bonds, property and other asset types.
NAV 299.87 Fund Manager Dominic Neary NDY (£M) 3.44 Fund Sector Global Equity Income
LYXOR SG Global Quality Income NTR UCITS ETF D GBP
Lyxor Exchange Traded Funds (‘ETFs’) are UCITS compliant funds which track a benchmark index by investing in listed equities and entering into total or price return swaps to achieve the index performance. Swap enhanced ETFs are the most efficient way of index tracking resulting in lower tracking error while the swap counterparty bears the risk and cost of tracking the index.The investment objective is to track both the upward and downward evolution of the SG Global Quality Income NTR Index (Bloomberg code: SGQINTR) ("Benchmark Index"), representative of a panel of high quality stocks from a worldwide investment universe that are likely to distribute high level dividends.
Currency EUR Price 12,219 Fund Sector Equity - International
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
OEICs and Unit Trusts
|Name||1 Year (%)||3 Years (%)||5 Years (%)||Discount||NAV|
|Scottish American Investment Company PLC||34.93||40.34||81.31||4.05||299.87||Buy|
|Blue Planet Investment Trust PLC ORD 1P||9.82||13.51||93.25||-29.99||52.85||Buy|
|F&C Managed Portfolio Trust Income||15.08||23.05||71.44||1.38||122.31||Buy|
|Henderson Diversified Income LD Ord||8.16||24.25||64.44||1.77||90.40||Buy|
|Henderson International Income Trust plc||30.64||38.25||91.24||1.55||142.30||Buy|
|Invesco Perpetual Enhanced Income Limited||19.03||41.99||124.69||3.85||74.51||Buy|
|Invesco Perpetual Select Global Equity plc||20.92||34.79||110.92||-0.35||175.61||Buy|
|London & St Lawrence Investment Company||8.25||12.92||76.38||-11.80||391.16||Buy|
|Murray International Trust PLC Ord 25p||46.85||17.56||63.08||0.03||1,120.70||Buy|
|Securities Trust Of Scotland||32.79||20.90||79.20||-4.39||162.51||Buy|
|Seneca Global Income & Growth Trust||16.19||36.65||82.36||1.02||155.29||Buy|
|Seneca Global Income & Growth Trust NPV||-||-||-||1.02||155.29||Buy|
|Name||6 Months (%)||1 Year (%)||3 Years (%)||5 Years (%)||Currency||Sector|
|LYXOR SG Global Quality Income NTR UCITS ETF D GBP||13.70||27.71||30.25||-||GBX||Equity - International||Buy|
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