Liontrust European Income Fund

In this update with the fund manager Oliver Russ we discussed the fund and the opportunities for the sector. The fund’s main focus is on paying an income, and its historic yield is 5.4% p.a. The fund was originally the Argonaut European Income Fund and then was purchased by Liontrust in 2016. We have compared performance against two ETFS (income and growth) and in both cases the fund has outperformed them.

European Income isn’t necessarily one that springs to mind but Oliver argues this is an under invested sector. With bonds not yielding much and therefore offering little value, combined with greater life expectancy in retirement the hunt for income is ever greater. Europe is an area which offers investors opportunities. He believes that as an investment it offers diversification across sectors, countries and currency which you wouldn’t get with a traditional UK Income Fund.

Read more…

Fund Facts Morningstar

Notes

Please note...

Shininglights.co.uk is not regulated by the FCA. The information is purely a guide and it is the responsibility of the investor to carry out their own research before making any final decisions. We will ensure that the information is as accurate as possible but we cannot be held accountable for any errors or omissions. No products are sold on this site, nor do we endorse any particular product or investment.

Where there are links to third party sites this is not an endorsement of that site, and we cannot be held responsible for the accuracy of the information on that site.

Where there is reference to performance you should note that past performance is purely a guide and investments can fall as well as rise.

The information on the site belongs to shininglights.co.uk and cannot be replicated or copied without our permission.