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 Inc42.8524.0137.3179.943.90Buy
Aptus Global Financials B Inc GBP23.4528.11-193.815.20Buy
Artemis Global Income I Inc36.1651.61133.033,362.432.87Buy
Aviva Inv Global Equity Income 2 Inc28.8549.4786.1932.862.91Buy
Baillie Gifford Global Income Growth B Inc38.5547.0485.95379.442.48Buy
BlackRock Global Income D Inc36.0753.6291.51161.052.46Buy
CF Canlife Global Equity Income C Inc GBP35.9940.64-30.603.08Buy
Fidelity Global Enhanced Income W Inc30.4150.88-201.684.66Buy
Fidelity Global Enhanced Income W Monthly Inc30.1150.52-201.68-Buy
Fidelity Global Dividend W Inc30.2153.34-717.002.70Buy
Fidelity Global Dividend Y GBP29.8652.25-717.002.70Buy
Fidelity Global Dividend W Monthly Inc29.8752.96-717.00-Buy
Henderson Global Equity Income I Inc32.1443.38-814.133.30Buy
Invesco Perpetual Global Equity Income Z Inc34.3740.8599.39825.623.05Buy
JPM Global Equity Income C Inc34.7449.7092.5673.252.67Buy
JPM Global Equity Income C Hedged Inc GBP16.4022.9471.5773.253.02Buy
Jupiter Global Equity Income I Inc37.1745.70-61.842.40Buy
Lazard Global Equity Income Inst Inc43.0924.6863.11265.723.90Buy
Lazard Global Equity Income Ret C Inc43.3825.6263.97265.72-Buy
Legg Mason IF ClearBridge Global Equity Income X Inc36.2333.6391.3230.403.40Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Scottish American Investment Company PLC41.8346.1386.882.37319.81Buy
Blue Planet Investment Trust PLC ORD 1P39.5227.20117.54-25.8557.32Buy
F&C Managed Portfolio Trust Income17.4224.3071.72-0.34128.94Buy
Henderson Diversified Income LD Ord10.0121.8462.322.8189.00Buy
Henderson International Income Trust plc37.5242.3990.11-3.45153.80Buy
Invesco Perpetual Enhanced Income Limited20.9636.70119.055.2074.62Buy
Invesco Perpetual Select Global Equity plc35.1049.52123.960.02197.97Buy
London & St Lawrence Investment Company19.7415.0584.28-2.46385.50Buy
Murray International Trust PLC Ord 25p58.5033.8752.65-1.151,172.49Buy
Securities Trust Of Scotland45.5732.1571.36-2.67175.18Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
LYXOR SG Global Quality Income NTR UCITS ETF D GBP7.9332.8240.58-GBXEquity - InternationalBuy

Disclaimer

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