Investors prioritize performance over high yields with three top-rated global equity income funds identified.

From Morningstar: 2025-05-21 05:50:00

Investors should prioritize performance over high yields when selecting funds for income and diversification. Three top-rated UK funds, investing globally for income, outperformed peers in the short and long term during income week. Screening for top performers involved looking at returns over one, three, and five years with a focus on actively managed funds. Accumulation and income share classes offer different benefits based on investor goals and circumstances. Global equity income funds invest internationally in companies offering above-market yields, with a focus on large-cap stocks. These funds have outperformed the Morningstar UK Index over the past one, three, and five years. Screening for the best global equity income funds involved looking for those in the top 33% of the category with Silver or Gold Morningstar Medalist Ratings. Three top-performing funds were identified based on these criteria. The M&G Global Dividend Fund, Artemis Global Income Fund, and Vanguard Global Equity Income Fund were highlighted for their strong performance and unique strategies. Each fund offers different approaches to investing in global equity income and has demonstrated solid returns over various timeframes.



Read more at Morningstar: 3 Top-Performing Global Equity Income Funds