Architas' Burn highlights benefits of 'first mover advantage' for Global Equity Income fund

Global Equity Income fund launched in July 2017

clock • 2 min read

On the first anniversary of the launch of the Architas Global Equity Income fund, manager Alex Burn has described how the vehicle has benefitted from its fund of funds structure.

Launched on 20 July 2017, the fund has returned 6.7% against the 6.3% IA Global Equity Income average over one year, while over three months the fund is up 6.3% compared to the 5.6% peer group average, FE data shows. The current yield is 3.38%. The fund aims to provide income together with capital growth over the medium to long term by investing in open- and closed-ended funds that hold dividend-paying global companies, with the potential to use covered calls or hedging derivative strategies to enhance income. Architas expands investment team ahead of Global Equity Income launch "W...

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