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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...
...Adrian Gosden and Chris Morrison are joining from GAM to run the £1.5bn Jupiter Income Trust, which is also part of Whitmore’s portfolio....
...Yuanta Funds, the market’s largest ETF provider, ranked first in ETF management income with NT$3.29bn in 2023, up 27.7 per cent from the previous year....
...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....
...A BlackRock ETF run by the manager’s CIO of global fixed income, Rick Rieder, has led active fixed income ETFs in flows so far this year, garnering more than $2bn....
...Fixed income funds reported inflows of $42bn and equity funds received $18bn, for total long-term flows of $76bn....
...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....
...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....
...Reduced AUM leaves income fund managers with less clout with chief financial officers and thus less scope to push for chunky dividend payouts....
...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...
...A further interesting structured product comes from the provider Tempo and is called the Long Income Plan. This delivers a high level of quarterly income for at least three years....
...However, proving that older investors have not entirely abandoned safer, income-based investing, two income funds feature in Hargreaves Lansdown’s top 10 ranking: Artemis Income and BNY Mellon Global Income...
...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...
...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...
...Life expectancy in high-income countries is expected to continue to rise, and their populations to become ever richer....
...AllianceBernstein has launched five new exchange traded funds, including a buffered ETF, bringing the company’s year-old line-up to 12 ETFs....
...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....
...It booked net income of ¥166bn, compared with ¥93bn in its last financial year....
...to mix without a fight: hedge funds and shipping....
...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...
...of its short-dated fixed income and money market funds....
...While some fixed income categories are still in their nascent state of adapting ETFs, the mortgage category is relatively more developed and has seen strong category flows,” Pimco said....
...The world’s largest alternative asset manager promised UC an 11.25 per cent annual return from the property fund, called Blackstone Real Estate Income Trust, or Breit, as part of a deal to draw $4.5bn in...
...Grosvenor said funds for the lending business would come from “organic growth” and “strategic sales around the periphery of the [London] estate”....
...uphill struggle to demonstrate that the incremental burden was worth the handful of basis points that we would have preserved by keeping it in its original construct,” said John Croke, head of active fixed income...
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