You are here: Home - Investing -

Third anniversary of Standard Life’s European Equity Income Fund

0
Written by:
01/06/2012
Standard Life Investments’, European Equity Income Fund was three years old at the beginning of April 2012.

Launched on 3 April 2009, the fund has returned 39.72% over three years, 6.25% over two years and -3.55% over the last twelve months, placing the fund in the 2nd quartile over three years, top quartile over two years and top decile over one year.

The fund, managed by Will James, aims to provide investors with a yield of at least 115% of the FTSE Europe ex UK Index (£), together with the potential for some capital appreciation over the longer term. It invests into a portfolio of European companies across three distinct categories namely; those delivering high dividends, those demonstrating superior dividend growth, and finally companies where the dividend is likely to surprise on the upside.

Will James, manager of Standard Life Investments European Equity Income Fund, said: “The diversity of equity income available from outside the UK provides a wealth of opportunity for an income fund driven by bottom up stock picking. The market all too often forgets that dividends and dividend growth are key drivers of equity returns over time. My differentiated approach, which puts income at the centre of every stock decision I make, has benefitted greatly from a focus on the dividend sustainability of cash disciplined and well managed companies.

“Europe remains an underappreciated region where there are exciting opportunities from a dividend perspective in terms of the overall level of yield and dividend growth. During the last three years companies from Ryanair to Swedish Match have contributed positively to the Fund’s performance.”

Tag Box

Debt

Pension

Spending

Financial fitness

There are 0 Comment(s)

If you wish to comment without signing in, click your cursor in the top box and tick the 'Sign in as a guest' box at the bottom.

Are you a first-time buyer looking for a mortgage?

Look no further, get the help you need by searching for your perfect mortgage

Which ISA is right for you? A round up of the six products available in 2017

From cash to innovative finance to lifetime, here's our guide to the ISA products available to savers this yea...

Guide to buy-to-let tax changes

In late 2015, former Chancellor George Osborne announced a range of  tax measures aimed at landlords, which t...

A guide to switching energy provider

All you need to know about switching from one energy supplier to another.

What will happen if rates change

How your finances will be impacted by a rise in interest rates.

Regular Savings Calculator

Small regular contributions can build up nicely over time.

Online Savings Calculator

Work out how your online savings can build over time.

Five fund tips for a 0.25% interest rate environment

With interest rates stuck at a record low 0.25% and expectations rates could fall to close to zero, here are ...

Protecting family wealth: 10 tips for cutting inheritance tax

Inheritance tax - sometimes known as 'death tax' - can cause even more heartache for bereaved families. But th...

Travel insurance: Five tips to ensure a successful claim

Ahead of your summer holiday, it’s important to make sure you have the right level of travel cover or you co...

Investing your money

Alliance Trust Plc gives you smart insight into how to invest your money

Money Tips of the Week

Read previous post:
2178941-grc0612costs
ESA derivatives proposals will push up costs

The Investment Management Association (IMA) has responded to the European Supervisory Authorities' (ESA) Joint Discussion Paper on risk mitigation techniques...

Close