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 Inc34.3628.1433.5883.613.90Buy
Aptus Global Financials B Inc GBP34.2033.09-210.615.20Buy
Artemis Global Income I Inc33.6654.87123.643,463.252.92Buy
Aviva Inv Global Equity Income 2 Inc27.4753.9677.7533.182.93Buy
Baillie Gifford Global Income Growth B Inc30.2749.8976.91383.502.68Buy
BlackRock Global Income D Inc27.7056.0187.94161.932.45Buy
CF Canlife Global Equity Income C Inc GBP26.9040.64-30.773.16Buy
Fidelity Global Enhanced Income W Inc24.6553.35-207.504.66Buy
Fidelity Global Enhanced Income W Monthly Inc23.9152.59-207.50-Buy
Fidelity Global Dividend W Inc24.7756.70105.93757.002.69Buy
Fidelity Global Dividend Y GBP24.4755.63104.25757.002.69Buy
Fidelity Global Dividend W Monthly Inc24.4756.37105.60757.00-Buy
Henderson Global Equity Income I Inc26.9444.92-843.263.30Buy
Invesco Perpetual Global Equity Income Z Inc29.2040.4991.33814.233.09Buy
JPM Global Equity Income C Inc29.4050.4084.0775.532.77Buy
JPM Global Equity Income C Hedged Inc GBP17.6725.7966.8375.532.86Buy
Jupiter Global Equity Income I Inc33.7349.86-62.272.40Buy
Lazard Global Equity Income A Inc35.9827.8451.97262.213.90Buy
Lazard Global Equity Income C Inc36.3228.8052.97262.21-Buy
Legg Mason IF ClearBridge Global Equity Income X Inc36.8835.8086.8230.373.40Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Scottish American Investment Company PLC40.3958.1179.104.85325.81Buy
Blue Planet Investment Trust PLC ORD 1P58.5436.35139.94-22.5758.12Buy
F&C Managed Portfolio Trust Income25.7522.4467.490.33132.07Buy
Henderson Diversified Income LD Ord12.7620.9254.633.1390.30Buy
Henderson International Income Trust plc39.0652.6084.69-0.67152.40Buy
Invesco Perpetual Enhanced Income Limited26.1730.2996.883.2375.32Buy
Invesco Perpetual Select Global Equity plc28.5845.88117.54-1.12194.42Buy
London & St Lawrence Investment Company20.5320.6179.920.91381.76Buy
Murray International Trust PLC Ord 25p47.7535.6646.82-2.211,194.39Buy
Securities Trust Of Scotland35.1831.7466.38-4.39175.97Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
LYXOR SG Global Quality Income NTR UCITS ETF D GBP5.0922.8537.95-GBXEquity - InternationalBuy

Disclaimer

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