With so many investors searching for income, we hope this area is useful.
Have a look at our special report on income and where to find it, published on 27 April 2015, we’ll be updating this later this year.
Life used to be simpler. If you had a bit of spare cash or you wanted to save up for something you’d just stick some money in a bank or building society account. If you had a nest egg and wanted to invest it in something safe and live off the income, you’d maybe buy a gilt (UK government debt) or a corporate bond (debt issued by companies). If you were on the point of retiring you’d be forced, eventually, to buy an annuity. Now, although all those options are still open to you, they don’t all look that attractive. In this document we try to look at some of the ways you can use the investment companies market to find income producing investments and we talk through some of the available funds.
Growing / Shrinking dividends
You can access the latest report by looking for the latest “QuotedData Investment Companies Roundup” in the Quoted Fund Research library We have a section that looks at how investment companies’ dividends are changing, year on year.
25 High Yielders – as at Monday 12 June 2017
|Fair Oaks Income Limited 2017||12.69|
|Ranger Direct Lending Fund plc||11.19|
|Blackstone / GSO Loan Financing Limited||9.62|
|Toro Limited EUR||9.36|
|British & American Investment Trust||8.84|
|Honeycomb Investment Trust Plc||8.79|
|Redefine International Plc||8.31|
|Chenavari Capital Solutions Limited||8.20|
|DP Aircraft I Limited||8.18|
|Doric Nimrod Air Two Ltd||8.16|
|Amedeo Air Four Plus Limited||7.96|
|AEW UK REIT Ord||7.92|
|Doric Nimrod Air Three Ltd||7.71|
|Doric Nimrod Air One Ltd||7.69|
|SQN Secured Income Ord||7.40|
|VPC Specialty Lending Investments PLC Ord||7.32|
|Regional REIT Ltd||7.20|
|CQS New City High Yield Fund Ltd||7.05|
|TwentyFour Select Monthly Income Ord||6.97|
|SQN Asset Finance Income Ord||6.71|
|MedicX Fund Limited||6.70|
|Blue Capital Alternative Income Fund Ltd||6.47|
|Blue Planet Investment Trust plc||6.45|
|Investment Company plc||6.32|
The above table has been compiled by Marten & Co based on data supplied by Morningstar. VCTs, funds making one-off capital distributions and funds close to liquidation have been excluded. Marten & Co is authorised and regulated by the Financial Conduct Authority. This is not advice. Nothing in this sheet is intended to encourage the reader to buy or sell the securities mentioned within it.