The inaugural note from Peel Hunt’s Investment Companies team discusses the ever-popular subject of income from investment companies.
Yield substitution has been an important factor in supporting the equity rally in recent years with around £160bn of flows into yield-focused equity strategies since 2012 (with around £64bn experienced in 2014). The note focuses specifically on equity income from a broad range of regions, styles, dividend yields, dividend growth profiles and total returns. We initiate coverage on 15 investment companies.
To request the full note please email: [email protected]
