PA Congress Insight: The rise in dividend benefits for non-income investors

Added 7th July 2016

For someone who does not run an income fund, Columbia Threadneedle’s Mark Westwood has a more-than-healthy respect for the dividend characteristics of companies in what has been an incredibly tough 2016 for UK equity managers

‘A share is only worth the future dividends the business can generate’, explains Mark Westwood as one principle that guides how he builds a concentrated portfolio from an unconstrained UK equity universe.

Having said that, last year he avoided traditional dividend payers such as oil, mining and banks - for very good reasons - and tells us why he is now starting to drift back into the oil majors, for example. He is also benefiting this year from companies hit by reputational risk last year. Which company do you think that could be..?

Kames Income Hub

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Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

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About Author

Gary Corcoran

Director

Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

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