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Don't let your income go up in smoke

Many income funds continue to lean on stocks with poor ESG properties and risks - it doesn't have to be this way...
 

  • Giorgio Caputo
18 May 2021
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View PDF   Download PDF  
  • Around the world, consumer and investor preferences are evolving to be more environmentally-aligned and conscious of social impact. 
  • Income funds have been slower to adapt to this and often boast tobacco-makers and non-aligned energy companies as prominent holdings.
  • There are ample opportunities for income funds to generate current yield and strong returns by investing in greener income alternatives than traditional income stocks. 
     

Disclaimer

For professional investors only. Past performance is no guarantee of future performance. The value of investments and the income from them may go down as well as up and you may not get back your original investment. The information contained herein including any expression of opinion is for information purposes only and is given on the understanding that it is not a recommendation. The Fund’s investment include shares in small-cap companies and these tend to be traded less frequently and in lower volumes than larger companies making them potentially less liquid and more volatile.

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