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 Inc14.4920.6335.9691.333.70Buy
Aptus Global Financials B Inc GBP38.5847.42-271.445.10Buy
Artemis Global Income I Inc16.1939.40112.553,722.473.69Buy
Aviva Inv Global Equity Income 2 Inc13.4842.3775.66225.992.80Buy
Baillie Gifford Global Income Growth B Inc15.0446.3678.84478.222.65Buy
BlackRock Global Income D Inc10.4144.8683.88162.412.65Buy
CF Canlife Global Equity Income C Inc GBP12.7538.5069.5331.633.75Buy
CF Miton Global Infrastructure Income B Inc GBP---17.28-Buy
CF Miton Global Infrastructure Income F Inc GBP---17.28-Buy
Fidelity Global Enhanced Income W Inc8.2444.15-272.574.19Buy
Fidelity Global Enhanced Income W Monthly Inc8.3344.27-272.574.80Buy
Fidelity Global Dividend W Inc8.6446.0696.24894.003.04Buy
Fidelity Global Dividend Y GBP8.4044.9793.95894.003.04Buy
Fidelity Global Dividend W Monthly Inc8.6945.9796.42894.003.06Buy
Henderson Global Equity Income I Inc14.4643.4992.70822.593.30Buy
Invesco Perpetual Global Equity Income Z Inc17.9540.5293.64845.403.23Buy
JPM Global Equity Income C Inc13.3742.0580.3165.522.89Buy
JPM Global Equity Income C Hedged Inc GBP13.4323.0463.3265.522.80Buy
Jupiter Global Equity Income I Inc13.9638.63-65.633.10Buy
Lazard Global Equity Income A Inc13.7019.7151.02146.923.90Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Scottish American Investment Company PLC22.5165.4695.295.87336.27Buy
Blue Planet Investment Trust PLC ORD 1P46.9655.72182.08-8.5552.49Buy
F&C Managed Portfolio Trust Income18.2332.7774.553.60133.69Buy
Henderson International Income Trust plc17.0759.9185.072.32157.10Buy
Henderson Diversified Income Trust Plc Ord 1P4.8318.4845.682.3290.40Buy
Invesco Perpetual Enhanced Income Limited11.3831.1689.783.6477.19Buy
Invesco Perpetual Select Global Equity plc17.0548.46117.82-0.78199.06Buy
JP Morgan Global Growth & Income plc35.2267.89122.902.75297.80Buy
Murray International Trust PLC Ord 25p16.8230.7351.313.211,221.75Buy
Securities Trust Of Scotland10.5732.6552.49-6.42174.45Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
LYXOR SG Global Quality Income NTR UCITS ETF D GBP-1.639.9431.91-GBXEquity - InternationalBuy

Disclaimer

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