Morningstar EMEA head of investment consulting and portfolio management Dan Kemp says; “There are lots of areas of leakage of income so people are disappointed in the level of income they receive.” “Also, with yields depressed to raw levels in the past few years, any fall in income is more keenly felt by investors which is adding to the urgency of the income debate,”Whitechurch Securities managing director Gavin Haynes says: “Any increase in the transparency in information regarding distributions would be helpful for the end investor. That’s something we’d welcome.”
Whitechurch uses dividend per share information when picking funds, but it is not on most fact sheets, he says. “It’s not something that’s standard. The historic yield is quoted but that tells half the story. It doesn’t show the monetary amount paid out on £100 invested. How much is paid out and the year-on-year changes would be interesting to see more widely circulated.” Haynes suggests a table setting out the cash amount paid going back several years would help end investors choose income funds more accurately.
Any investment in the markets comes with risks but planning for retirement means you need to invest wisely and consider all your options. Enable’s IFA’s are here to help you make the right choices for you based on the right risk assessments for you.
Issued by: Enable Independent Financial Life Planners
25c North Street, Bishops Stortford, Herts CM23 2LD
Telephone: 01279 755950 - Fax: 01279 657339
Enable Independent Financial Life Planners is a trading style of Enable Independent Limited is authorised and regulated by the Financial Conduct Authority.
It is important always to seek independent financial advice before making any decision regarding your finances. If you would like any assistance, please contact us.
NOTHING CONTAINED IN THE ARTICLES SHOULD BE CONSIDERED AS GIVING INDIVIDUAL FINANCIAL ADVICE
No comments:
Post a Comment