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Guide to UK Equity Income investing

Published by FTAdviser | May 21, 2012

Investors and advisers alike are currently talking up the virtues of using equities investments as income generators, pointing to high volatility and low yields on bonds, which are negatively affected by the current inflationary environment.

For many, this simply adds to an investment story that for some time has seen certain equity income sectors occupy a central role in portfolio planning. This is especially true of UK Equity Income funds, which are built around a core of strong, mature dividend producing FTSE stalwarts.

So what does the UK Equity Income sector offer investors, what sort of performance are funds in this arena producing relative to their peers, who should be investing in the sector and what role should these funds play in a well diversified portfolio?

This guide, comprising of four videos giving respectively an overview of the sector, a review of comparative performance, a profile of suitable investors and an assessment of the sector’s relative merits against the current market backdrop, will seek to answer these questions and give a comprehensive insight into this key investment area.

Featuring responses from Leigh Harrison, head of equities at Threadneedle Investments and co-manager and manager respectively of the Threadneedle UK Equity Alpha Income Fund and the Threadneedle UK Equity Income Fund, and Darius McDermott, managing director of Chelsea Financial Services and chairman of the Association of Independent Discount Brokers.

  1. Investing in UK Equity Income funds: overview of the sector

    Investing in UK Equity Income funds: overview of the sector

    What are the strengths and weaknesses of the sector and why are they an attractive option for investors?

  2. Performance of UK Equity Income funds

    Performance of UK Equity Income funds

    How does performance stack up compared to other sectors and what drives returns in the UK Equity Income Sector?

  3. Who should invest in UK Equity Income funds?

    Who should invest in UK Equity Income funds?

    Are UK Equity Income funds suitable for all types of investor and what role should they play in a diversified portfolio?

  4. Is now the right time to invest in UK Equity Income?

    Is now the right time to invest in UK Equity Income?

    With a tumultuous market backdrop creating a volatile market for equities, should investors shy away or buy into income funds?

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