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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...
...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....
...Franklin reported $417mn in adjusted operating income for the last three months of 2023, down 18.5 per cent from the prior quarter and up 5.5 per cent from the year-earlier quarter....
...Scott Chronert, global head of ETF research at Citi, noted that in the US, fixed income ETFs actually pulled in more money that equity ones in April, at $15.2bn versus $14.1bn....
...In (very) broad contours, the Yale model is de minimis allocations to boring stuff like fixed income and big allocations to alternative, often illiquid investments like hedge funds, private equity and venture...
...Some £1.93bn was invested in equity funds between February 15 and April 5, the end of the 2023-24 Isa season, according to funds network Calastone....
...In 2018, his government rolled out a public insurance policy to cover about 120mn low-income households....
...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....
...Equity managers cannot beat an index fund if they are not always all-in on the all-stars, and most are not....
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...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...
...It has recently hired Adrian Gosden, a former Artemis fund manager, and Chris Morrison, who brought with them a £400mn UK Equity Income fund....
...Steady income Dividends are a major attraction of UK shares....
...But fixed income ETF flows fell from €14.1bn in the last quarter of 2023 to €8.8bn of net inflows in the first quarter of 2024....
...It averaged $4.1bn in 2023, and was held in cash, money market funds, Treasury bills and reverse repo at a holding company level....
...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...
...Namely, they’ve all ploughed money into hedge funds, private equity and venture capital. In the past two decades, the latter two have become particularly dominant....
...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...
...Private equity firms also charge management fees — 2 per cent of funds under management....
...I’m much more reassured by Temple Bar’s report and accounts: “The company’s ongoing charges ratio has remained relatively consistent and compares favourably with peers in the UK equity income sector of investment...
...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....
...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...
...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....
...Calpers’ allocation for [public] equity will go to 37 per cent of the fund and fixed income will be reduced to 28 per cent....
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