In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets globally in equities. Funds must be diversified by geographic region and intend to achieve a historic yield on the distributable income in excess of 100% of the MSCI World Index yield at the fund’s year end on a 3 year rolling basis and 90% on an annual basis.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Larger-Cap, Conservative | ||||
| Fidelity Global Dividend | 4 | An unconstrained global equity income fund that is managed with a view to delivering a superior yield compared to the global equity index. The managers take a relatively conservative approach, focusing on companies with predictable and consistent cashflows. Within its sector, the fund features in our 'Larger-Cap, Conservative' category. | ||
| Larger-Cap, Income and Growth | ||||
| M&G Global Dividend | 5 | The search for dividend growth through the cycle, rather than simply a high starting yield, is at the heart of the approach to managing this global equity fund. The manager also runs the fund with an innate sense of value and is willing to take strong positions in stocks when he sees a valuation opportunity. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | ||
| Larger-Cap, Dividend Sustainability | ||||
| BNY Mellon Global Income | 5 | A global equity income fund where positioning is heavily influenced by the firm's macro-economic expectations and thematic insights. At the same time, the team adheres to a strict dividend discipline with a view to ensuring that the portfolio delivers an income premium. Within its sector, the fund features in our 'Larger-Cap, Dividend Sustainability' category. | ||
| TM Redwheel Global Equity Income | 4 | A global equity income fund which is managed with a strict yield discipline. The team looks for high quality, durable businesses which are out-of favour or misunderstood. This approach guides them to premium yielding companies, which is a key feature of the fund. Within its sector, the fund features in our ‘Larger-Cap, Dividend Sustainability’ category. | ||
| All-Cap, Dynamic | ||||
| Artemis Global Income | 5 | A globally-diversified, multi-cap equity income fund, which seeks to deliver a rising income with the potential for capital growth. The approach blends qualitative and quantitative disciplines and the fund has a value/contrarian flavour. Within its sector, the fund features in our 'All-Cap, Dynamic' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
Your use of this website is subject to the terms of use set out in the website. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work. Read our cookies policy to find out more about our cookie use and how to disable cookies.
Alternatively, if you are not a financial professional and are seeking financial advice, you may wish to visit unbiased.co.uk to search for a financial adviser.