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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...
...The Merlin range has nearly a fifth of its equity assets — or £1bn — in two funds managed by Whitmore: the £2bn Jupiter UK Special Situations fund, and the £930mn Jupiter Global Value Equity fund....
...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....
...European investor allocations to environmental, social and governance exchange traded funds slowed down in the first quarter of 2024 as the sector endures an “existential crisis”, Morningstar research shows...
...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....
...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...
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...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...
...Reduced AUM leaves income fund managers with less clout with chief financial officers and thus less scope to push for chunky dividend payouts....
...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...
...The continued popularity of income-generating ETFs, active fixed income ETFs amid interest-rate uncertainty and financial adviser interest in core strategies from firms such as Capital Group and JPMorgan...
...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...
...Data from the Investment Association shows that UK equities have suffered £14bn worth of outflows since 2016, yet fund managers believe these factors, combined with share buybacks and M&A activity, mean...
...“Link Fund Solutions’ job was to properly manage the Woodford Equity Income Fund and to protect investors’ interests,” said Therese Chambers, joint executive director of enforcement and market oversight...
...And that’s not all. There’s also a trio of JPMorgan Hedged Equity Funds (mutual funds each with somewhat different reset dates) that together manage another $25.6bn....
...Life expectancy in high-income countries is expected to continue to rise, and their populations to become ever richer....
...The company’s fund managers have taken a bearish view of equity markets, taking a defensive stance with investments in long-dated, inflation-linked bonds, while betting against growth stocks through short...
...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...
...Mutual fund company Capital Group has amassed about $21bn in ETF assets since 2022 with a different approach: focusing fund launches on categories such as core bonds, income and dividend yield....
...the fund and notes from its board meeting....
...S&P found that, in five of the six equity fund categories and three out of four fixed income sectors, not a single fund manager managed to stay in the top quartile for each of the next four years....
...Chinese retail investors have amassed gold as other investments from property to local equities turn sour. Chinese hedge funds and other speculators have also piled in....
...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...
...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....
...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....
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