Citywire Wealth manager magazine asked Charteris Director Mark Williams, alongside peers of the industry, which products have been consistent performers in the income space.
Our investment strategy is to tailor portfolios according to clients’ individual aims and objectives. We prefer to deliver capital and income returns predominantly through direct holdings in blue chip shares.
When it comes to delivering sustained income through third-party funds and investment trusts, we have found the Henderson Far East Income fund to be a consistent payer over the long term.
The Finsbury Growth & Income and the Diverse Income investment trusts have also been consistent performers for clients who prefer the investment trust structure rather than direct equity exposure to companies.
Click to read PDF – consistent performers what are your most consistent income fund picks
This article first appeared in Citywire on 3 March 2020 (opens a new page)