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 Inc12.9232.3738.4190.813.60Buy
Aptus Global Financials B Inc GBP29.3950.03109.78297.034.90Buy
Artemis Global Income I Inc10.8345.75115.433,914.693.54Buy
Aviva Inv Global Equity Income 2 Inc14.6149.8388.02239.592.69Buy
Baillie Gifford Global Income Growth B Inc14.3753.3485.98502.732.60Buy
BlackRock Global Income D Inc11.0449.6287.92173.062.56Buy
CF Canlife Global Equity Income C Inc GBP9.8347.5276.4133.093.62Buy
CF Miton Global Infrastructure Income B Inc GBP---19.763.01Buy
CF Miton Global Infrastructure Income F Inc GBP---19.763.01Buy
Fidelity Global Enhanced Income W Inc9.1543.66-286.504.54Buy
Fidelity Global Enhanced Income W Monthly Inc8.7543.19-286.504.93Buy
Fidelity Global Dividend W Inc9.4844.9099.21898.003.00Buy
Fidelity Global Dividend Y GBP9.2643.9796.66898.003.00Buy
Fidelity Global Dividend W Monthly Inc9.4944.8799.19898.003.17Buy
Invesco Perpetual Global Equity Income Z Inc14.4748.1796.89886.243.07Buy
JPM Global Equity Income C Inc10.7948.6989.7469.862.58Buy
JPM Global Equity Income C Hedged Inc GBP13.0230.1471.6869.862.52Buy
Janus Henderson Global Equity Income I Inc12.6946.4095.17843.373.30Buy
Jupiter Global Equity Income I Inc10.8044.21-66.083.00Buy
Lazard Global Equity Income A Inc7.4925.3050.22132.323.90Buy

Investment Trusts

Name1 Year (%)3 Years (%)5 Years (%)DiscountNAV
Scottish American Investment Company PLC16.8669.8796.013.71349.04Buy
Blue Planet Investment Trust PLC ORD 1P28.3771.44184.96-8.1553.89Buy
F&C Managed Portfolio Trust Income16.0030.4369.090.37137.99Buy
Henderson International Income Trust plc16.8755.3991.060.93164.10Buy
Henderson Diversified Income Trust Plc Ord 1P10.8021.1844.354.0190.50Buy
Invesco Perpetual Enhanced Income Limited13.1833.3292.466.5877.17Buy
Invesco Perpetual Select Global Equity plc15.1247.78117.84-2.71210.97Buy
JP Morgan Global Growth & Income plc26.6871.22132.341.72319.00Buy
Murray International Trust PLC Ord 25p11.0843.8245.680.601,237.61Buy
Securities Trust Of Scotland11.5743.2860.97-6.98185.04Buy

ETFs

Name6 Months (%)1 Year (%)3 Years (%)5 Years (%)CurrencySector
LYXOR SG Global Quality Income NTR UCITS ETF D GBP-2.036.8938.28-GBXEquity - InternationalBuy

Disclaimer

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