Scopic Research has unveiled four multi-asset income funds labelled as ‘retirement income champions' and has called for a focus on dividend income instead of yield when it comes to measuring performance.
The ‘Retirement income champions and the safe withdrawal rate' paper identifies a specific cohort of multi asset income funds that Scopic Research managing director Paul Ilott believes have been "unfairly overlooked". Premier Miton, BNY Mellon, Baillie Gifford, and WS Canlife offerings have been picked as the four ‘champions'. The retirement income champions The table below shows that all funds still managed to grow their dividend incomes per share in absolute terms during their accounting years that ended in 2022. This was a period when inflation (UK CPI) spiked to its highest level i...
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