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.
More Headlines
-
Everything you need to know about investing in the semiconductor sector
30 April 2024
-
Share buybacks put pressure on future dividends, says income manager
30 April 2024
-
Where best to invest to take advantage of the defence sector spending boom
30 April 2024
-
The European funds that keep delivering the most bang for your buck
30 April 2024
-
AXA IM: Impact investing has a performance problem
29 April 2024
Editor's Picks
Loading...
Videos from BNY Mellon Investment Management
Loading...
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.