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 Inc28.1828.0534.5888.893.90Buy
Aptus Global Financials B Inc GBP27.9837.06-215.645.10Buy
Artemis Global Income I Inc26.9848.20117.543,537.412.96Buy
Aviva Inv Global Equity Income 2 Inc24.8654.2874.05130.992.89Buy
Baillie Gifford Global Income Growth B Inc27.5850.1079.23388.762.54Buy
BlackRock Global Income D Inc27.1756.0091.03161.972.60Buy
CF Canlife Global Equity Income C Inc GBP25.5642.16-30.853.21Buy
CF Woodford Income Focus C Inc GBP---4.47-Buy
Fidelity Global Enhanced Income W Inc23.9153.91-211.134.62Buy
Fidelity Global Enhanced Income W Monthly Inc22.3452.22-211.13-Buy
Fidelity Global Dividend W Inc24.2757.29108.15770.002.91Buy
Fidelity Global Dividend Y GBP24.0756.30106.56770.002.91Buy
Fidelity Global Dividend W Monthly Inc23.1155.81106.38770.00-Buy
Henderson Global Equity Income I Inc24.3245.24-843.913.30Buy
Invesco Perpetual Global Equity Income Z Inc24.5039.4788.45826.763.18Buy
JPM Global Equity Income C Inc26.1048.6682.5765.442.77Buy
JPM Global Equity Income C Hedged Inc GBP13.2524.9262.5465.442.86Buy
Jupiter Global Equity Income I Inc30.1647.05-64.312.60Buy
Lazard Global Equity Income A Inc27.4827.0753.13196.953.90Buy
Lazard Global Equity Income C Inc27.8928.1254.34196.95-Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Scottish American Investment Company PLC34.6355.9775.071.22328.99Buy
Blue Planet Investment Trust PLC ORD 1P61.6438.98173.38-20.0858.81Buy
F&C Managed Portfolio Trust Income29.1430.9871.722.94132.11Buy
Henderson Diversified Income LD Ord10.8619.4450.071.9089.30Buy
Henderson International Income Trust plc33.3450.1086.81-1.33153.80Buy
Invesco Perpetual Enhanced Income Limited18.6525.5493.053.2175.82Buy
Invesco Perpetual Select Global Equity plc27.2649.24119.62-1.07197.62Buy
London & St Lawrence Investment Company25.0227.0281.844.52381.76Buy
Murray International Trust PLC Ord 25p40.1935.2249.06-2.101,221.61Buy
Securities Trust Of Scotland27.1732.2664.22-6.58176.89Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
LYXOR SG Global Quality Income NTR UCITS ETF D GBP7.7620.5538.98-GBXEquity - InternationalBuy

Disclaimer

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