reports
- Sarah Godfrey
JPMorgan European Growth & Income (JEGI) | Pragmatic approach and 4% p...
JEGI's managers describe the trust as offering ‘income without compromise', given its capital growth focus and NAV-based distribution policy. Nonetheless, the value tilt of the investment approach helps to ensure a decent underlying dividend yield, while the quality bias means the team is confident in avoiding value traps. The ‘go anywhere' nature of the portfolio means it can hold low-yielding growth stocks such as semiconductor equipment maker ASML (dividend yield of 0.7%) alongside the likes ...
- Sarah Godfrey
The Income Imperative | Strategic themes for real returns
With interest rates on a downward trajectory and the amount that can be saved in a cash ISA widely expected to be cut in next week's Budget, investors in search of income may need to widen their net in order to achieve meaningful returns. The investment trust universe offers many income- orientated strategies, whether focusing on equities at home or abroad, or alternative assets such as property and infrastructure. In this note we will explore some less traditional approaches to income generatio...
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.