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

Muted response as Labour names Grimsby Town FC co-owner next investment minister

Muted response as Labour names Grimsby Town FC co-owner next investment minister

After the sudden exit of Poppy Gustafsson last week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Hargreaves Lansdown and Schroders to launch double LTAF offering

Hargreaves Lansdown and Schroders to launch double LTAF offering

From next week

Eve Maddock-Jones
clock 08 September 2025 • 2 min read
Darius McDermott: Complacency at the peak

Darius McDermott: Complacency at the peak

'Markets to hit new highs, while credit spreads are at multi-decade lows'

Darius McDermott
clock 08 September 2025 • 5 min read