Dividend Growth

With some companies unable to generate the necessary earnings growth to continue increasing dividends, Gervais Williams, manager of the Miton MicroCap trust, explores the options for investors to ensure their portfolios continue to generate a rising income...

Stephen Macklow-Smith, manager of the JPMorgan European investment trust, analyses the sector winners and losers following the end of Europe's earnings season.

Invesco Perpetual's £600m Income & Growth fund is to move out of the Investment Association's UK Equity Income sector this Friday (27 February) after failing to meet the trade body's yield requirements.

JO Hambro Capital Management's Clive Beagles has blamed an underweight in defensive stocks for the underperformance of the £2.7bn UK Equity Income fund last year but said he refuses to invest in "bond lookalikes".

UK companies are acting as a drag on an otherwise buoyant global dividend outlook, according to Hendersons' Global Dividend Index.

Year-on-year aggregate dividend growth from UK companies slowed to a sluggish 1.2% in the second quarter, according to Capita Asset Services.