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In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds which invest at least 80% of their assets globally in equities. Funds must be diversified by geographic region and intend to achieve a historic yield on the distributable income in excess of 100% of the MSCI World Index yield at the fund’s year end on a 3 year rolling basis and 90% on an annual basis.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Larger-Cap, Conservative | ||||
| Fidelity Global Dividend | 5 | An unconstrained global equity income fund that is managed with a view to delivering a superior yield compared to the global equity index. The manager takes a relatively conservative approach, focusing on companies with predictable and consistent cashflows. Within its sector, the fund features in our 'Larger-Cap, Conservative' category. | ||
| Larger-Cap, Income and Growth | ||||
| M&G Global Dividend | 6 | The search for dividend growth through the cycle, rather than simply a high starting yield, is at the heart of the approach to managing this global equity fund. The manager also runs the fund with an innate sense of value and is willing to take strong positions in stocks when he sees a valuation opportunity. Within its sector, the fund features in our 'Larger-Cap, Income and Growth' category. | ||
| Larger-Cap, Dividend Sustainability | ||||
| BNY Mellon Global Income | 5 | A global equity income fund where positioning is heavily influenced by the firm's macro-economic expectations and thematic insights. At the same time, the team adheres to a strict dividend discipline with a view to ensuring that the portfolio delivers an income premium. Within its sector, the fund features in our 'Larger-Cap, Dividend Sustainability' category. | ||
| TM Redwheel Global Equity Income | 6 | A global equity income fund which is managed with a strict yield discipline. The team looks for high quality, durable businesses which are out-of favour or misunderstood. This approach guides them to premium yielding companies, which is a key feature of the fund. Within its sector, the fund features in our ‘Larger-Cap, Dividend Sustainability’ category. | ||
| All-Cap, Dynamic | ||||
| Artemis Global Income | 6 | A globally-diversified, multi-cap equity income fund, which seeks to deliver a rising income with the potential for capital growth. The approach blends qualitative and quantitative disciplines and the fund has a value/contrarian flavour. Within its sector, the fund features in our 'All-Cap, Dynamic' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
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