Whether you’re a graduate just starting your pension, or in your 60s and gearing up for retirement, equity income funds have a place in virtually every portfolio.
The potential for permanent loss from equities means that an investor nearing retirement shouldn’t have all their eggs in the equity income basket; however, equities offer a very effective way to diversify your income stream away from low-yielding cash and bonds and give you the potential for capital appreciation as a bonus.
The compounding effect of dividends on total return makes equity income a good longer-term option as well. The improving dividend culture of corporate sectors and regions – including emerging markets – has made the total return potential of equity income funds even more attractive.
But what’s your perfect fit?
To find out which equity income fund is right for you, download the latest edition of FE Investazine here.
Equity income funds for every stage in life
12 April 2014
The key to getting the long-term returns you want is to take a little risk. Joshua Ausden explains how to pick the equity income fund that's right for you.
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