Sector report: Is it time to revisit global income strategies?

Sector report: Is it time to revisit global income strategies?

clock

With advisers re-examining the importance of dividends in overall returns, Rayner Spencer Mills Research's Ken Rayner looks at the benefits of an international approach.

The Global Equity Income sector comprises funds which invest at least 80% of their assets globally in equities. Funds must be diversified by geographical region and intend to achieve a historic yield on the distributable income in excess of 110% of the MSCI World index yield at the fund’s year end. Global funds allow an investor to gain worldwide exposure, managed at both a strategic and tactical level, without requiring the levels of capital needed for a sector specific portfolio. Global income funds have come about as a result of the gradual change in focus of many companies in the ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Fairstone partners with J.P. Morgan to launch MPS range

Fairstone partners with J.P. Morgan to launch MPS range

NOVA MPS range intended to deliver institutional-grade capabilities to retail clients

Sahar Nazir
clock 23 January 2025 • 1 min read
The art of rebalancing: Looking under the bonnet of MPS

The art of rebalancing: Looking under the bonnet of MPS

How rebalancing portfolios works in practice

Lawrence Cook
clock 14 January 2025 • 10 min read
Chris Justham: To wrap or not to wrap?

Chris Justham: To wrap or not to wrap?

In the words of Wu-Tang: 'Listen. The money's all that matters.'

Chris Justham
clock 19 November 2024 • 3 min read