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01509 670918One of the benefits of income investing is that dividends are not necessarily subject to market sentiment, which can affect share prices positively and negatively. Indeed, companies are particularly keen to maintain dividends during tough times as an indication of their long term health. We believe this means that dividend paying companies have the potential to generate long-term performance with lower volatility.
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Guinness Global Equity Income
N/A
0%
December 2010
Acc or Inc
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Download KIIDManaged by Matthew Page and Ian Mortimer, the fund is relatively small (currently only £500m in size). It has a value discipline and has a concentrated share portfolio (typically 30-40 stocks). The fund has been consistently one of the top performers in the global equity income sector since launch and has been able to grow it’s dividend every year. The managers concentrate on companies with low debt and try to avoid higher risk smaller companies.
Discrete Annual Performance (to 30/06)
4.3%
13.7%
5.3%
14.8%
17.1%
2.5%
Jupiter Asian Income
N/A
0%
March 2016
Acc or Inc
Before joining Jupiter, Jason Pidcock was at Newton (joining in 2004) where he ran an Asian equity income fund from 2005 until his departure in 2015. He aims to make use of his long experience of income investing by bringing together a portfolio of his best investment ideas from across the Asia ex Japan region. The fund will typically hold shares in 40- 50 companies from across the region, including both developed and developing markets.
Discrete Annual Performance (to 30/06)
(-2.4%)
11.2%
3.7%
20.4%
N/A
3.6%
LF Milton UK Multi-Cap Income
N/A
0%
October 2011
Acc or Inc
Co-managed by the renowned fund manager Gervais Williams. The fund has a bottom-up investment approach, with a diversified portfolio of primarily smaller market capitalisation sizes and the fund will not target any particular benchmark. The fund struggled in 2018 due to the fall out from BREXIT and we believe for a long term investor this fund offers a unique entry point.
Discrete Annual Performance (to 30/06)
(1.5%)
(-6.1%)
9.1%
24.4%
(-1.8%)
4.1%
MI Chelverton UK Equity Income B Inc
-
-
December 2006
-
This fund specialises in mid-small capitalised companies within the UK stock market. The fund has consistently beaten its rivals in the Investment Association UK Equity Income sector and aims to deliver a high and growing quarterly income.
Discrete Annual Performance (to 30/06)
(20.2%)
(-9.2%)
13.8%
35.3%
(-10.1%)
4.8%
Rathbone Income I
N/A
0%
Feb 1971
Acc or Inc
Carl Stick has been running this fund for over 17 years and has proved a very capable manager, defensive in nature, Carl holds a conservative portfolio which means when the markets are performing well the fund can underperform, however, during more volatile times, this cautious stance results in the fund being able to weather the storm better than some of the more aggressive funds within the sector.
Discrete Annual Performance (to 30/06)
(-13.1%)
0.9%
1.1%
20.2%
1.4%
4.9%
TB Evenlode Global Income B Inc
N/A
0%
November 2017
Acc or Inc
Evenlode is a Cotswolds-based fund house, named after the village that it operates from, and is headed by brothersin- law Hugh Yarrow and Ben Peters. It’s hugely successful UK equity income fund is currently soft closed however, they have recently launched a global equity income fund based on the same principles. The managers focus on larger companies and have a low portfolio turnover which results in many of the holdings being held for long periods.
Discrete Annual Performance (to 30/06)
2.6%
19.5%
N/A
N/A
N/A
2.4%
In order to invest online into this portfolio or any of the funds described simply click on “Invest Now” above, or if you wish to invest via an application form these can be downloaded from our Downloads page.
NO INITIAL CHARGES on our recommendations.
A client investing a lump sum in the Equity Income Portfolio, via ISA Ltd, will pay no initial charge. Information correct as at 31st December 2019.
We can also offer no initial charge on over 1000 funds. Please see our Discounts page for a full list of funds available at no initial charge. Contact us by email or telephone if you need help finding a fund.
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