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 Inc12.8622.7438.1593.323.70Buy
Aptus Global Financials B Inc GBP46.6254.42-259.585.00Buy
Artemis Global Income I Inc17.8045.00121.363,674.843.60Buy
Aviva Inv Global Equity Income 2 Inc13.0747.7284.76229.502.71Buy
Baillie Gifford Global Income Growth B Inc15.5450.6085.88488.462.60Buy
BlackRock Global Income D Inc10.2251.6586.32160.362.57Buy
CF Canlife Global Equity Income C Inc GBP12.0240.8173.7831.133.68Buy
CF Miton Global Infrastructure Income B Inc GBP---15.11-Buy
CF Miton Global Infrastructure Income F Inc GBP---15.11-Buy
Fidelity Global Enhanced Income W Inc9.8451.55-259.573.98Buy
Fidelity Global Enhanced Income W Monthly Inc9.8751.67-259.574.57Buy
Fidelity Global Dividend W Inc10.1554.29101.50854.002.89Buy
Fidelity Global Dividend Y GBP9.8253.2599.37854.002.90Buy
Fidelity Global Dividend W Monthly Inc10.1454.26101.59854.002.90Buy
Henderson Global Equity Income I Inc14.5748.0898.10822.593.40Buy
Invesco Perpetual Global Equity Income Z Inc18.6146.4595.81836.273.04Buy
JPM Global Equity Income C Inc14.0447.9283.9465.942.82Buy
JPM Global Equity Income C Hedged Inc GBP10.3322.6362.5965.942.84Buy
Jupiter Global Equity Income I Inc13.8343.66-64.532.50Buy
Lazard Global Equity Income A Inc13.4019.8656.02155.943.90Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Scottish American Investment Company PLC21.3467.56100.165.41343.42Buy
Blue Planet Investment Trust PLC ORD 1P41.9250.57208.32-12.4053.65Buy
F&C Managed Portfolio Trust Income20.3032.8178.321.35136.65Buy
Henderson International Income Trust plc17.4164.7191.230.50160.70Buy
Henderson Diversified Income Trust Plc Ord 1P5.9520.0655.153.1291.40Buy
Invesco Perpetual Enhanced Income Limited11.2030.50102.493.1677.55Buy
Invesco Perpetual Select Global Equity plc18.6354.31126.22-1.07202.93Buy
JP Morgan Global Growth & Income plc36.6373.99126.361.07309.20Buy
Murray International Trust PLC Ord 25p23.2134.0657.942.521,246.54Buy
Securities Trust Of Scotland12.4633.1259.07-5.58180.84Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
LYXOR SG Global Quality Income NTR UCITS ETF D GBP3.909.9936.44-GBXEquity - InternationalBuy

Disclaimer

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