Architas' Burn highlights benefits of 'first mover advantage' for Global Equity Income fund

Global Equity Income fund launched in July 2017

Beth Brearley
clock • 2 min read

On the first anniversary of the launch of the Architas Global Equity Income fund, manager Alex Burn has described how the vehicle has benefitted from its fund of funds structure.

Launched on 20 July 2017, the fund has returned 6.7% against the 6.3% IA Global Equity Income average over one year, while over three months the fund is up 6.3% compared to the 5.6% peer group average, FE data shows. The current yield is 3.38%. The fund aims to provide income together with capital growth over the medium to long term by investing in open- and closed-ended funds that hold dividend-paying global companies, with the potential to use covered calls or hedging derivative strategies to enhance income. Architas expands investment team ahead of Global Equity Income launch "W...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Equities

US election triggers $49bn in equity inflows while UK Budget barely moves retail market

US election triggers $49bn in equity inflows while UK Budget barely moves retail market

Lion’s share in US large cap

Eve Maddock-Jones
clock 26 November 2024 • 3 min read
Event Voice: Artemis' Cormac Weldon on the US

Event Voice: Artemis' Cormac Weldon on the US

Cormac Weldon looks into US markets.

Cormac Weldon, Head of US equities, Artemis Fund Managers
clock 18 November 2024 • 5 min read
Autumn Budget 24: Chancellor Reeves sets 20% IHT rate on AIM shares

Autumn Budget 24: Chancellor Reeves sets 20% IHT rate on AIM shares

Inheritance tax reform

Cristian Angeloni
clock 30 October 2024 • 1 min read
Trustpilot