Equity income mindset needs to change

Investors need to change the way they think about generating income from their equity investments and be prepared to draw on capital gains as well as dividend payments. Two of Australian’s most successful equity managers, Platinum Asset Management chief executive…

Gold is a source of income after all

Fund manager Plato Investment Management has taken the unusual step of putting gold mining stocks in the portfolio of the Plato Income Maximiser. Plato senior portfolio manager Peter Gardner says that three years ago Plato was underweight resources. “Now we…

Equity income strategy must focus on dividend growth

Investors selecting shares for an equity income portfolio need to choose stocks that are likely to pay a growing dividend over time and not just a high yield currently, a leading fund manager advises. Portfolio manager Michael Price says there…

Time to review equity income options

There will be no change to the way franking credits are taxed, at least for the next three years, and investors who were considering changing their investment strategies to accommodate the change can relax. Stocks paying high dividend yield and…

Equity income options expand

Investors looking for income yields of around 6 per cent and who are prepared to take on equity market risk have a couple of new exchange traded funds to consider. ETF provider BetaShares has joined forces with investment manager Legg…

Finding the equity income balance

The emergence of equity income funds as a source of income for retirees has been one of the big investment themes in the post-GFC world. For managers, the trick is to achieve the right balance between high yields, sustainable dividend…