Global Equity Income Rated Funds

The UK remains one of the strongest equity income-paying markets in the world, but the lion's share of dividends tends to be concentrated among just 15 companies. As corporate governance has improved across the globe and more companies have started to pay dividends, UK investors have been able to diversify.

This has led to the expansion of global equity income funds, which are useful for UK investors who want a lower-risk, one-stop shop approach to investing beyond the UK.

Equity income strategies focus on companies that pay a dividend to shareholders. Companies that prioritise dividend payouts tend to be more established and stable companies, with steady profits, and therefore an equity income strategy will often prove more defensive in falling markets, though it may lag a rapidly rising market. Dividends reinvested over time can have a powerful compounding effect.

Global equity income funds are 'go anywhere' funds 
that can seek out the best dividend-paying companies around the world.

Our 10 actively managed Rated Funds and two rated passive funds offer a wide choice of investment styles and methodologies to keep income flowing in. Strategies range from targeting a relatively high and sustainable initial yield, to those that start with a lower income yield that is expected to grow over time. Indeed, one of our Rated Funds has grown its dividend in each of the past 51 years.

GLOBAL EQUITY INCOMEBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
The Bnkrs IT
IT Global
View Factsheet
GLOBAL EQUITY INCOME-0.6%
13 / 22
16.5%
7 / 22
43.9%
8 / 22
86.3%
12 / 22
Schroder Global Equity Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME2.9%
3 / 54
15%
3 / 50
38.8%
1 / 38
87%
2 / 30
JPM Gbl Grw&Inc plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.5%
4 / 7
11.3%
2 / 7
51%
2 / 7
102.8%
2 / 7
Hnd Int Inc Tst plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-2.6%
7 / 7
9.5%
3 / 7
27.7%
6 / 7
63.4%
5 / 7
Invesco Perp Select GE plc
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-1.5%
5 / 7
6.6%
5 / 7
31.2%
4 / 7
77.1%
4 / 7
Artemis Global Income
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-1.8%
50 / 54
5.3%
26 / 50
24.7%
22 / 38
75.7%
5 / 30
Guinness Gbl Eq Inc
FO Equity - International
View Factsheet
GLOBAL EQUITY INCOME-0.6%
359 / 512
4.6%
362 / 488
27.1%
90 / 396
65.2%
83 / 304
Sarasin Gbl Hhr Div
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.2%
32 / 54
3.6%
35 / 50
27.4%
18 / 38
66.5%
12 / 30
Murray Intl Tst PLC
IT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.1%
2 / 7
1.7%
6 / 7
30.3%
5 / 7
25.1%
7 / 7
Fidelity Global Dividend
UT Global Equity Income
View Factsheet
GLOBAL EQUITY INCOME-0.1%
25 / 54
-0.3%
42 / 50
26.3%
20 / 38
65.3%
13 / 30
Data provided by
Reviewed 01 April 2018

Rated Funds Update: Rated Funds 2018

Review: first quarter of 2018

Equity income strategies have largely been out of favour with investors in the first quarter, and indeed for the past six months, and that is reflected in the index returns. The MSCI World High Dividend Yield index lost 6.6 per cent in the first three months, compared with a 4.8 per cent drop for the MSCI World index.

All Rated Funds in the group beat the first-mentioned index return over the period, led by Guinness Global Equity Income, which fell by just 3 per cent, closely followed by Schroder Global Equity Income (-3.9 per cent). The latter fund is being placed under review because manager Ian Kelly left the firm at the end of March. New managers (but old hands) Nick Kirrage and Simon Adler have taken over.

The worst performer was Sarasin Global Higher Dividend (-6.2 per cent), followed by investment trusts Henderson International Income (-5.9 per cent) and JPMorgan Global Growth & Income (-5.8 per cent).

Despite this short-term weakness, demand for shares in income-paying investment trusts remains strong. Shares in Murray International and JPMorgan Global Growth & Income continue to trade on premiums to net asset value of more than 4 per cent. We would become concerned if they exceed 5 per cent for new purchases. 

Fund under review: Schroder Global Equity Income 

Premium watch: Murray International and JP Morgan Global Growth & Income 

View a full list of our Rated Funds 2018 here