Artemis tops Principal equity income chart

clock

Artemis, Invesco Perpetual and Neptune have taken the podium in Principal Investment Management's list of the best equity income funds.

Principal says 2009 has been a tough year for the equity income sector and investors will look back on the period with mixed feelings: "Whilst benefiting from a significant uplift in capital values, the equity income sector struggled to keep pace with the run in low yielding recovery plays. "High quality, dividend paying stocks were left kicking their heels as money, once again, flowed into momentum-driven, economically sensitive shares." Artemis Income, under Adrian Frost and Adrian Gosden, with a net dividend yield of 4.6% and volatility over five years of 4.1% ranked first in Princ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Investment

Ten common investment mistakes to discuss with clients

Ten common investment mistakes to discuss with clients

Seeking professional financial advice builds investment confidence

John Moore
clock 13 May 2024 • 4 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Targeted at sustainable, forward-thinking finance professionals

Professional Adviser
clock 10 May 2024 • 1 min read
Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Defaqto: 'No appropriate and compliant way to compare MPS portfolios'

Tech firm to debut a performance comparator tracking solutions’ data

Hope Coumbe
clock 09 May 2024 • 1 min read