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...Reits tend to pay out 90 per cent of income but anything over 100 per cent is seen as unsustainable because funds might eventually need to take on more debt, issue new shares or sell assets to fund dividends...
...Higher interest rates have undermined the value of private equity portfolios as investors have flocked to fixed-income assets with improved yields, contributing to the secondary market discounts....
...Brokers and analysts have blamed a combination of cost of living pressures, higher mortgage rates and the underperformance of UK equity markets compared with US equity and global fixed-income markets....
...BlackRock has rolled out two actively managed equity exchange traded funds for European investors. The Ireland-domiciled iShares World Equity High Income and iShares U.S....
...Assuming interest rates have peaked, yields on equities are set to become increasingly more attractive. The absence of Big Tech becomes a virtue for the income investor....
...If the drawdown fund or portfolio sells across both of the investment classes every month, you’re always selling equities and bonds to make the income payments....
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...Steady income Dividends are a major attraction of UK shares....
...Taiwan equities and bond ETFs investing overseas accounted for more than 80 per cent of the net NT$1.23tn in inflows into the local fund market, as more than 1mn new beneficiaries rushed into onshore bond...
...In the US, where ETFs have tax advantages over mutual funds, helping fuel their growth, JPMorgan’s Equity Premium Income ETF (JEPI) alone is almost as large as the entire European active ETF market, with...
...Woodford’s flagship £3.7bn Equity Income fund came unstuck as a result of the manager’s poor stock picks as well as his sizeable exposure to unquoted and smaller companies, which are less liquid than large...
...JPMorgan has also weighed into this space in the UK with an active ETF called the JPM Global Equity Premium Income UCITS ETF (ticker JEPG), which aims to deliver a consistent income of 7 to 9 per cent a...
...Private equity firms also charge management fees — 2 per cent of funds under management....
...The UK financial watchdog has issued a warning notice against Neil Woodford following the collapse of his £3.7bn Equity Income fund in 2019, which trapped thousands of investors and left them nursing losses...
...According to data from investment platform Hargreaves Lansdown, funds such as Fundsmith Equity, Lindsell Train Global Equity and Rathbone Global Opportunities — growth-focused actively managed funds — featured...
...That compares with 8.9 per cent from public equities and 2.4 per cent from fixed income. The documents did not disclose if the figures took account of fees....
...Calpers’ allocation for [public] equity will go to 37 per cent of the fund and fixed income will be reduced to 28 per cent....
...BlackRock’s change in allocations in its popular model portfolios led to a surge on the equity side as well, according to Morningstar analyst Ryan Jackson....
...Payments into an Isa account are made from after-tax income, and the account is then exempt from income tax and capital gains tax on the returns. No tax is payable on money withdrawn from the scheme....
...Isa savers are exempt from paying tax on savings interest, dividends or capital gains on funds held in Isa accounts. Withdrawals are also not subject to income tax....
...Former star fund manager Neil Woodford had a “defective” understanding of his responsibilities in the run-up to the collapse of his £3.7bn Equity Income Fund, the UK financial regulator said in its first...
...There’s also a trio of JPMorgan Hedged Equity Funds (mutual funds each with somewhat different reset dates) that together manage another $25.6bn....
...They used the equity markets to get income that you couldn’t get from fixed income. Now that rates are off zero, it makes sense to use fixed income again for risk management and income,” he added....
...The additional amount must be spent on UK investments including equities and bonds....
...So, to get the volume of investment in UK equities, the government needs the much larger pension fund industry on board, where investment into UK equities has fallen to about 6 per cent....
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